Family Wealth Management
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Location: Columbia University Campus, New York City
Tuition: $8,900
For additional details, contact
Liz Schultz,
Associate Director,
Learning Solutions:
(212) 854-7613 (ph),
(212) 316-1473 (fax),
lns11@columbia.edu.
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Program Information
Related Programs
Family Wealth Management is designed for sophisticated families that actively manage investment decisions. In partnership with the Heilbrunn Center for Graham & Dodd Investing and building on Columbia Business School's renowned history in value investing and finance, this program will be grounded in the original principles of Security Analysis authors Benjamin Graham and David Dodd. Over four days, faculty and practitioners will lead participants through sessions designed to help them make complex wealth management decisions with greater confidence.
Leveraging Columbia Business School's expertise in investment management, the program will concentrate on wealth planning and allocation, investment manager selection, and risk management.
Overview
Based on the "Ben Graham" or "Warren Buffett" approach to allocating capital, this program will teach the frameworks and processes of investing that some of the most successful investors in the world employ to manage and preserve capital. The curriculum will include case studies on investment strategies and sessions on illiquid investments and private equity. The program will also cover best practices for family enterprises, family offices, estates and generational planning.
Please Contact Us
For additional details, contact Liz Schultz, Associate Director, Learning Solutions: (212) 854-7613 (ph), (212) 316-1473 (fax), lns11@columbia.edu.
Location and tuition are subject to change. View Cancellation Policy
