Personal and Family Wealth Management

The Personal and Family Wealth Management program offers a comprehensive approach to the administration of family assets. It covers topics such as legal aspects of inheritance, taxation on securities and real estate investments, and investment strategies. Additionally, it teaches how to organize financial information based on accounting principles and how to effectively report to stakeholders on portfolio composition, returns, and risks.

Benefits

• In-depth knowledge: Acquire a comprehensive view of personal and family wealth management.
  
• Practical competence: Develop skills to organize and report financial information effectively.
  
• Strategic preparation: Be able to make informed decisions regarding investments and asset management.

Recipients

• Individuals responsible for managing family investments
  
• Private investors
  
• Entrepreneurs
  
• Individuals interested in deepening their knowledge of wealth management

Teachers

Rafael Franco Teacher

Paulo Von Hafe Ana Bruno & Associados

Carim Habib Dolat Capital

Ver Todos

Metodology

Leading is only learned by… leading.

Through real business cases, participants take on the role of decision-makers in challenging and ambiguous scenarios, with critical analysis of limited information.

AESE’s Case Method, inspired by Harvard Business School and IESE, promotes:

• Individual study
• Group work with exchange of experiences
• General session with strategic analysis guided by the professor

The cases are part of the ECCH database, an international reference in executive education.