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Family Wealth Management
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Location: Columbia University Campus, New York City
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Family Wealth Management is designed for sophisticated families that actively manage investment decisions. Building on Columbia Business School's renowned history in value investing and finance, the program is grounded in the original principles of Security Analysis authors Benjamin Graham and David Dodd. Over four days, faculty and practitioners 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 concentrates on wealth planning and allocation, investment manager selection, and risk 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, associate director of learning solutions at 212-854-7613 or Lns11@columbia.edu.
Family Wealth Management is designed for individuals and their family members who have complex portfolios that exceed $20 million of investable assets.
Family Wealth Management is not eligible for the traditional Alumni Tuition Benefit.
During the program, a select team of faculty and practitioners lead participants step by step through investment examples so they are able to make complex wealth management decisions with greater confidence. The program covers a range of key financial topics. Participants will:
Please note that the class size for the program is limited. Participants are carefully accepted to ensure an environment that is secure, comfortable, and ideal for learning and sharing.
The Heilbrunn Center for Graham & Dodd Investing is a premier knowledge center for the practice and theory of investing. Read more.
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