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Program Toolkit
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Frequently Asked Questions
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The Wealth Management Program is a five day, intellectually rigorous wealth management program. The objective of the program is to help attendees confidently oversee their investment planning, select managers and advisors, consider tax and estate planning vehicles and construct a family governance system. Course offerings include Modern Portfolio Theory, Asset Allocation, Performance Measurement, Behavioral Finance, Hedge Funds and Venture Capital, and Global Investing. Nobel Laureate William Sharpe will teach a class on Choosing Between Passive and Active Investments.
In addition to the core wealth management courses, the program asks attendees to address the purpose of wealth within their lives through two courses: What Is Money For? and Raising Responsible Children in Abundance.
The program allows participants to increase their depth of knowledge in key areas of wealth management while having the unusual chance to learn alongside other individuals with significant wealth. The case studies for the program will be directly related to the wealth management issues that a newly liquid individual may experience.
Stanford
GSB/Institute for Private Investors Joint Program
The Wealth Management Program is offered through Stanford’s Executive
Education Department and was developed in partnership with the Institute
for Private Investors (IPI).
The Institute for
Private Investors
Founded in 1991, IPI is a membership organization of more than 1,000 private
investors. Four out of five families oversee $50 million or more, with
more than one fourth controlling investable assets of $200 million or more.
Importantly, seven out of 10 are family members, either the wealth creator
or an inheritor. IPI sells no advice or products, and remains a safe harbor
for families who value the confidentiality, education, and networking of the
community. Membership dues and educational fees are the sole revenue source
of IPI.
Private
investors join IPI to educate themselves to be more sophisticated stewards
of their wealth. IPI brings more than 15 years of experience educating
private investors to the development of this program.
Additional
information about IPI can be found at:
http://www.memberlink.net
Stanford’s Executive Education Department
The Stanford Graduate School of Business represents a community of people
who believe in the power of ideas, make an impact on the world around them,
and lead the wave of innovation that new ideas generate. We invite you to
become part of this vibrant culture by participating in one of our executive
programs.
Programs, dates, fees, and faculty are subject to change. |
