University of Chicago Booth School of Business

May 4-8, 2020
October 19-23, 2020

Gleacher Center, Chicago

This course provides individuals and families with practical knowledge and applicable frameworks to manage their wealth strategically and holistically. The rigorous four-day program incorporates case studies, lectures and group discussions while providing ample opportunity for valuable learning through the shared experiences of classmates and peers.

FOX members get 20% off by applying using the brochure offered on this page. Deduct the discount from your payment amount.
 

Who Should Attend

This course is for wealth owners only. Family office executives may attend with principal family members but no other financial services professionals may attend.

The course will be of greatest interest to those:

• Striving to maintain prosperity and a flourishing family through retirement and, for many, across generations.
• Contemplating—or recently experiencing—a significant liquidity event, whether through the sale of a company, inheritance, or other major wealth transition.
• Committed to engaging their families in more productive dialogue about the challenges and opportunities of wealth.
• Seeking added confidence to evaluate and select financial advisors and/or to set strategic direction for a family office

Program Outline

You will learn practical, tested, and actionable frameworks.

• Define your financial and family objectives, and use them to design a wealth management strategy that is consistent with your values and personal circumstances, and delivers on your priorities.
• Select an investment strategy that is realistic, prudent, tax efficient, and actionable given the time and resources you have to commit.
• Learn the differences among the investment, brokerage, and wealth management industries, and their complex relationships and incentive systems. How can you align their interests with yours?
• Decide how to evaluate, select, and oversee the firms and individual advisors who are right for you and your family. Do you make decisions based on trust, service, or performance?
• Build performance evaluation, good reporting, and accountability into your relationships with your advisors.
• Identify issues and options in multigenerational estate planning. How can legal structures and tax management save you millions, protect your privacy, and serve current and future generations?
• Develop and communicate a governance system that helps your family to steward assets wisely and that encourages its members to flourish. After all, human capital is your family’s most important asset.
• Integrate philanthropy and public service into your wealth management strategy.

This course is primarily for wealth owners. Any family office employees or advisors must attend with a family member.