June 14, 15 and 16, 2017
November 8, 9 and 10, 2017
Private Wealth Management LATAM will build on the capabilities that can help you ensure that the assets of your clients’ family business continue to grow as their business grows. Wharton’s experienced faculty brings objective insights on the latest trends in family investment.
Participants will expand their network, hearing from peers on best practices within the industry. They’ll also gain technical expertise in key investment and financial performance tools, such as manager evaluation, asset allocation, and a holistic view of a family’s assets beyond just the financial or investment side. Equally important, participants will learn how to enhance their power and influence, and their communication skills, to be more effective when engaging with clients.
Who Should Attend
Ultra and HNWI
Family Office Professional
Wealth Advisors, Financial Advisor, Financial Broker, Financial Planner, Financial Consultant, Private Bankers, Portfolio Managers, CIO's.
Investment Advisor, Investment Broker
Private Client Advisor