Family Wealth Management

May 9-12, 2016 $10,500
	Liz N. Schultz
Liz N. Schultz
Senior Associate Director,Learning Solutions

"Bruce Greenwald is surprising in every way. Unparalleled knowledge, availability, and clarity of thought. [He has a] perfect way of making us understand the most complex concepts."
– Anonymous

Family Wealth Management

Based on the "Ben Graham" or "Warren Buffett" approach to allocating capital, Family Wealth Management teaches the frameworks and processes of investing that some of the most successful investors in the world employ to manage and preserve capital.

The curriculum includes case studies on investment strategies and sessions on illiquid investments and private equity. The program also covers best practices for family enterprises, family offices, estates and generational planning.

Please Contact Us

For additional details, contact Liz Schultz, senior associate director of learning solutions at 212-854-7613 or