Rotman Family Wealth Management Program

Designed for family members who would like to successfully preserve grow and transition family wealth rotman s family wealth management program provides the practical insights and knowledge that families like yours need.

Rotman family wealth management program.

Rotman s family wealth program is designed to provide the practical insights and knowledge that families need to oversee the management of their wealth and help each family member to be an. Michael lagopoulos is the retired deputy chairman of royal bank of canada wealth management. Program fee does not include applicable taxes. The top 50 questions wealthy families ask.

This three and a half day intensive program for family members and family office staff will be held in toronto from may 2nd to 5th 2019 and will be taught by tom mccullough and. The effective management of family wealth is a critical skill set in ensuring the long term financial success of wealthy families. Effectively managing family wealth is a critical to ensure the long term financial success of wealthy families. For the fifth consecutive year the university of toronto s rotman school of management is once again pleased to offer the rotman family wealth management course.

He teaches the management of private wealth in the mba program at the university of toronto s rotman school of management and is also co author of the books family wealth management and wealth of wisdom. 12 regular sessions and one extended group presentation class. Wealth management and is the co author of the new book family wealth management. This course focuses on the financial management issues faced by private wealth holders.

A chartered accountant by profession he has spent 36 years in the wealth management industry. Over three and a half days our expert faculty will help each family member become an excellent leader and or contributor. Designed for family members who would like to successfully preserve grow and transition family wealth rotman s family wealth management program provides the practical insights and knowledge that families like yours need. 7 imperatives for successful investing in the new world order.

The program is designed for family members who would like to learn more about the wealth management process and how to successfully preserve grow and transition family wealth. Find rotman s family wealth management program program details such as dates duration location and price with the economist executive education navigator.