Private Wealth Management and Family Offices

Catalog description

It is estimated that there is over $80 trillion of global private wealth principally owned by individuals and generations of families and over $5.5 trillion is now housed within organizational structures called family offices (with over 8,000 family offices created in the last two decades). By 2030, it is estimated the assets under management (AUM) of family offices may grow to be bigger than the capital managed by hedge funds (HF) and/or venture capital (VC) today (Deloitte, Family Office Study 2025). The course will try to answer the question: What are the unique objectives & motivations, risk-return opportunities and challenges for managing private wealth by individuals and their families? This is from both a principal and advisor perspective.