Rotman Family Wealth Management Program

Michael lagopoulos is the retired deputy chairman of royal bank of canada wealth management.

Rotman family wealth management program.

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. 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. Program fee does not include applicable taxes. The effective management of family wealth is a critical skill set in ensuring the long term financial success of wealthy families.

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. The top 50 questions wealthy families ask. Effectively managing family wealth is a critical to ensure the long term financial success of wealthy families. This course is for wealth owners only.

A chartered accountant by profession he has spent 36 years in the wealth management industry. Over three and a half days our expert faculty will help each family member become an excellent leader and or contributor. Find rotman s family wealth management program program details such as dates duration location and price with the economist executive education navigator. This course focuses on the financial management issues faced by private wealth holders.

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. 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. 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.

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. 12 regular sessions and one extended group presentation class.