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We provide these resources to wealthy individuals and families

• Open enrollment private wealth
  management courses >

• Customized private wealth management
  education and coaching >

• Wealth management strategy consulting >

• Research and publications on
  private wealth management >

Open Enrollment Courses

All Courses Overview >

• Private Wealth Management Exclusively for High Net Worth Individuals and Families (Spain)

  A rigorous 4-day program led by Stuart Lucas along with...
  May 22-25, 2010
  Madrid, Spain

• Private Wealth Management Exclusively for High Net Worth Individuals and Families

  As a wealthy individual, you are working to preserve and grow...
  June 8-11, 2010
  November 2-5, 2010
  University of Chicago Booth School of Business, Chicago, Illinois

Recommended Reading

All Research & Publications >

• More Than You Know: Finding Financial Wisdom in Unconventional Places

  Columbia University Press, by Michael Mauboussin

• Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment

  The Free Press, by David F. Swensen

• The Foundation: A Great American Secret. How Private Wealth is Changing the World

  Public Affairs, by Joel L. Fleishman

Press Coverage

Go to Press Page >

• Hey, Big Spender

  It takes more than a higher income to end up truly wealthy. While most people earn and spend, the wealthy...

• Advice for the Adviser

  Private banks need to earn wealthy clients trust by being more accountable and transparent. Otherwise, a...

• Tiger 21 and IPI Cultivate Wealth- For Profit

  How's this for a business model: invite really, really rich people to join an exclusive club, charge them...

• 10 Questions with Stuart Lucas on Wealth

  Shelly interviews Stuart Lucas on being wealthy, sharing wealth, and the value of simplicity in wealth...