New program helps wealthy families manage money themselves

A new program at the University of Toronto’s Rotman School of Management will help wealthy families manage their own money.

In the three-day program, participants will learn how to create an integrated wealth management plan and avoid common catastrophic mistakes.

Read: The inside track on billionaires

It’s 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.

The program is led by the Rotman professors Eric Kirzner, who holds the John H. Watson Chair in Value Investing, Tom McCullough, an adjunct professor and expert in the wealth management and family office fields, and Michael Lagopoulos, former CEO of RBC International Wealth Management and Deputy Chairman of RBC Wealth Management.

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Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.