Rotman Family Wealth Management Program

Program fee does not include applicable taxes.

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. Wealth management and is the co author of the new book family wealth management. 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. It will be of interest to students who aim to work in the private wealth market or who want to better understand wealth management for their own personal and family purposes.

Over three and a half days our expert faculty will help each family member become an excellent leader and or contributor. 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. Find rotman s family wealth management program program details such as dates duration location and price with the economist executive education navigator. Michael lagopoulos is the retired deputy chairman of royal bank of canada wealth management.

This course focuses on the financial management issues faced by private wealth holders. This program will provide the practical insights and knowledge that families need to oversee the management of their wealth and help each family member to be an excellent leader and or contributor to the wealth management process. A chartered accountant by profession he has spent 36 years in the wealth management industry. 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.

This course is for wealth owners only. 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 top 50 questions wealthy families ask.

12 regular sessions and one extended group presentation class. 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.