Toronto - The effective management of family wealth is a critical skill set in ensuring the long-term financial success of wealthy families. A new program in Family Wealth Management at the University of Toronto’s Rotman School of Management 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 contributor to the wealth management process.
The program is led by the Rotman School’s world class faculty including investing expert Prof. 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.
In the program, to be offered over a 3 day period in October, participants will learn the key building blocks and frameworks for successful wealth management, how to create an integrated wealth management strategy that considers the family’s complete financial picture, and how to avoid common catastrophic mistakes. 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.
Eric Kirzner holds the John H. Watson Chair in Value Investing and teaches investment finance at the Rotman School of Management. Equitable Trust Director and Audit Committee Chair, A director of the Canada Council for the Arts Investment committee and Healthcare of Ontario Pension Plan’s lead external advisor, Prof. Kirzner designed the Easy Chair Portfolio and co-designed the FPX Indexes. He is the author or co-author of 13 books on investment finance and over 1,000 articles on security analysis and portfolio management.
Tom McCullough is an adjunct professor of finance in the MBA program at the Rotman School of Management and the Chairman and CEO of Northwood Family Office, a leading Canadian multifamily office providing customized, integrated financial advice and counsel to families of significant net worth. He has spent over 30 years in the wealth management/ family office field in leadership and board positions. Tom is a member of the editorial board of the Journal of Wealth Management and is the co-author of the new book Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order.
Michael Lagopoulos is the recently retired Deputy Chairman of Royal Bank of Canada Wealth Management. A chartered accountant by profession, he has spent 35 years in the wealth management industry. During his 16 years as CEO of RBC International Wealth Management, he worked with and serviced many of the wealthiest families in Canada and around the world. After that he served for 3 years as deputy chairman of RBC Wealth Management. He is the recipient of two Lifetime Achievement Awards from Private Wealth Management and The Family Office Review, two important journals that cover the wealth management industry.
Further information on the program is online at:
www.rotman.utoronto.ca/ProfessionalDevelopment/Executive-Programs/CoursesWorkshops/Programs/Wealth-Management.aspx
For more information about the Rotman School, visit
www.rotman.utoronto.ca.
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For more information:
Ken McGuffin
Manager, Media Relations
Rotman School of Management
University of Toronto
Voice 416.946.3818
E-mail mcguffin@rotman.utoronto.ca
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