In this live-online program, attendees will gain the tools to incorporate individual and family values in effective wealth planning, creating shared purpose, and strategic philanthropy. You'll examine different approaches taxable investors can take to capture value, from simple to complex, and draw important lessons from successful multi-generational families. You'll deepen your knowledge of important concepts including taxable investment strategy, balance sheet and cash flow management, strategic philanthropy, selecting financial advisors, and risk management.

By attending, you will:

• Learn how to take charge of your wealth management
• Gain a strategic wealth management framework — and the Eight Principles that act as guideposts for implementing the framework
• Understand how to incorporate individual and family values in effective wealth planning, creating shared purpose, and strategic philanthropy
• Examine different approaches taxable investors can take to capture value, from simple to complex
• Draw important lessons from successful multi-generational families

"It's crucial to develop a plan to manage your financial assets strategically, comprehensively, and with discipline. When attending the Wealth Planning Essentials program, participants learn how to set a strategic vision, build an accountability system, align interests, and delegate tasks. Once you have a good idea of your objectives and how you want to achieve them, it makes it much easier to identify and build productive relationships with your financial advisors."
—Stuart Lucas, Faculty Director of Wealth Planning Essentials

A confidential, solicitation-free learning & networking environment

This program provides an opportunity to share experiences, express ideas, and connect with your peers. Because some of the most valuable learning in the course takes place in sharing experiences, we create a confidential and solicitation-free environment. All participants must sign a confidentiality agreement before joining the course.

Attend with your family  

Members of the same family can derive considerable benefit from taking this program together. The program provides a foundation for continued productive dialogue well into the future. It also can bring together family members from different generations in an environment where they can explore and validate different perspectives. To attend as a family, contact us for a simple group registration process.

FORMAT

Our live-online programs are delivered in a synchronous format where you’ll engage with faculty and peers in an interactive, high-impact virtual environment. The benefit of this format is that you’ll receive valuable content in short, digestible sessions to help you absorb the program materials in-between sessions.

For flexibility, this program offers two program experience options: one with additional discussion groups and one without.

SCHEDULE

This program features live sessions held Mondays, Wednesdays, and Fridays starting at 9am CT over a two-week period.

Lectures will be recorded and available to participants any time during the program and for three weeks thereafter. Discussion groups will not be recorded.

View the full program schedule here.

Week One Sessions

Strategic Wealth Management Framework

Defining Your Financial Objectives

Investment Strategy 1

Managing a Taxable Investor’s Balance Sheet

Investment Strategy 2

Measuring and Managing Financial Tradeoffs: Eat well or sleep well?

Week Two Sessions

Risk Management Case Studies

Building a Vision for Your Wealth and Family

Fire Drill: Preparing for Sudden Departure

Strategic Philanthropy

Rethinking Your Financial Advisor’s Value Proposition

Wrap Up: Setting Yourself Up to Win

Office Hours – With Stuart Lucas

Held on multiple mornings before class, these sessions provide you with the opportunity to ask questions and get input regarding your specific circumstances.

Small Discussion Groups – Facilitated by Stuart Lucas

Discussion groups will be limited to 15 participants to preserve an intimate environment for meaningful dialogue. The full experience includes three discussion groups. Download the brochure to review the list of available topics.

I garnered a long-term perspective on managing wealth, risk, and building a family enterprise. Also, I gained an understanding of the role I have in being the family steward of wealth and the responsibilities that come with that. It was great to hear from other wealthy families on their successes as well as lessons learned.

—Seth Cohen

If you have come into wealth recently, don't invest in anything before you take this course. It is a must to understand the basics of the world of wealth management.

—Past participant

The course and themes were well chosen and in compact form. I liked that I could use professor Stuart E. Lucas's two books to prepare better for sessions. And I liked [taking] it online as I avoided traveling stress and saved a lot of time!

—Past participant

This is a great overview class for people beginning the path of wealth management (generation one or two). It goes much deeper than your average overview. I particularly appreciated the taxable investor discussion and how to re-evaluate your financial advisor.

—Past participant

It was late evening for us in India... yet after a full working day, i was completely engrossed in the program. We effectively sailed through a multitude of topics. I personally found the program engaging and encompassing.

—Past participant