Columbia Business School

Family Wealth Management

Columbia Business School
En New York City (USA)

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Tipología Curso
Lugar New york city (USA)
Inicio Fechas a escoger
  • Curso
  • New york city (USA)
  • Inicio:
    Fechas a escoger

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.

Instalaciones (1) y fechas
Dónde se imparte y en qué fechas



New York City (USA)
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3022 Broadway


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¿Qué aprendes en este curso?

Management Economics
Risk Management
Management Planning
Wealth Management
Risk Management
Management Economics
Family Wealth Management

Programa académico

Program Structure

Day One

  • Introduction to wealth management—key considerations
  • Introduction to the Graham and Dodd investing approach
  • Implementing a goal based investment process
  • Wealth management landscape and your family

Day Two

  • Investing in Franchises: Competition and Strategic Analysis
  • Psychology of Money Within the Family
  • Manager Selection: Choosing the Right Fund Managers to Complement Your Goals
  • A Family Perspective: One Approach to Managing Wealth
  • Philanthropy discussion

Day Three

  • Market exposure: the Quantitative Value Strategy option
  • Strategies for Avoiding common mistakes families make
  • Considerations when selecting family advisors, including choosing the right family office staff
  • Case Study: A Sound Investment Process—What Does it Look Like?
  • Interactive Case Study: Decision making within the family context

Day Four

  • Risk Management for the Family
  • Behavioral finance discussion—Why we betray our investment plan at exactly the wrong time
  • Macro Considerations: Investing Pitfalls and Avoiding Them
  • Incorporating Private Equity, where does it make sense?
  • Implementing Your Wealth Management Strategy: Operational Considerations

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