Rotman School of Management: Family Wealth Management (June 8-11, 2023)

Apply here to secure your spot for this year’s Rotman Family Wealth Management program. Rotman's expert faculty have designed a program for family members to learn how to successfully preserve, grow and transition family wealth. This three-and-a-half-day course (June 8-11, 2023) will provide you with the tools to develop a wealth management strategy that will encompass your family’s complete financial picture.

Topics that will be covered:

• Goals based wealth management
• Investment planning and strategic development
• Asset allocation
• Portfolio management
• Types of family capital
• Tax and estate planning
• Insurance, wills and trusts
• Integrated financial management
• Family governance and communication
• Risk identification and management
• Selection of investment firms and advisors
• Strategies for the preservation and inter generational transfer of wealth

Key Takeaways

• Develop a comprehensive wealth management strategy that considers family goals, objectives, values and family circumstances
• Identify the pitfalls and common mistakes to avoid
• Select an investment strategy that is realistic, prudent, tax-efficient and actionable given the time and resources you have to commit
• Learn how to integrate the family business or concentrated family asset into a wealth management strategy
• Identify the key roles, responsibilities, and opportunities for family members in understanding, supervising, and managing the family assets
• Better understand how to effectively manage the personal and social benefits and risks of family wealth

‍If you’re interested in more information on the topics covered in the course and who should attend, please watch the three minute video below:

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