Wealth Management
Skills-Based Education
Become a Better CEO of your wealth.
Visualize more broadly.
Achieve more.
As you develop the capacity to visualize more broadly and build better frameworks for developing your family wealth, you enable better decision-making and become better able to shape future success for you and your family. We teach wealth holders how to develop and operate more effective wealth management skillsets and frameworks.
CONSIDER EVERYTHING
Wealth Management
Skills-Based Education
Skills-Based Education
Become a Better CEO of your wealth.
Visualize more broadly.
Achieve more.
As you develop the capacity to visualize more broadly and build better frameworks for developing your family wealth, you enable better decision-making and become better able to shape future success for you and your family. We teach wealth holders how to develop and operate more effective wealth management skillsets and frameworks.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Create value for you by developing the a wealth management plan to preserve, protect, grow, and transfer your wealth and implementing the disciplined investment and wealth management strategies to support your plan.
Wealth management
designed to maximize your life.
Learn core CEO skills for your family wealth.
Achieving greater success comes from recognizing and making better choices.
Wealth Management Education |
How we create value for you.
A Program to Help You Create Greater Durability for Your Wealth
Learn personal wealth management skills to help you protect, plan, grow and create greater durability for your wealth.
Predicting rain doesn’t count. Building an ark does.
Wealth Management
Education
Become a Better CEO
of Your Wealth
Wealth Management
Skills-Based
Education
Become a Better CEO
of Your Wealth
Develop and implement
an integrated, long-term
wealth management plan.
Learn core top-level skills to help you protect, plan, grow and create durability for your wealth.
It’s not about knowing the right answers. It’s about asking the right questions.
We offer an executive education peer-led mentor program for individuals interested in learning wealth management skills to help foster and drive better long-term personal and family wealth outcomes.
We offer the program in the spring and fall each year in a live, small class format to provide maximum individual learning. The course is skills-based applied within a whole-system process to better manage the risks and rewards of personal and family wealth.
The program is designed for high net worth individuals and families. Participants learn how to develop effective frameworks of whole-system thought for improved planning and management of their wealth.
Designed for couples, individuals and families creating and managing durable wealth.
Learn core top-level skills in the key areas of planning and managing for durable wealth. This program will add to the knowledge and confidence that can help you achieve your personal wealth planning and management goals. The program is designed for participants with extensive or limited knowledge. The original acclaimed predecessor program was created and taught at The University of Arizona Extended University and University of Phoenix for many years by Vincent Rossi. The instructors combined 65+ years of study and experience in wealth management have been coalesced into a program format to deliver a unique opportunity for personal financial education that extends beyond reading both formal and popular personal financial literature.
The distinctive program experience combines live, small-class format instruction, a personal library of 10 timeless reference books, tools and materials, individual risk studies, two private meetings with the program instructors and instructors’ extensive professional experiences to increase your breadth and depth of knowledge in key areas of personal wealth planning and management and application to your own situation.
Program Objectives
- Develop a broader and more durable wealth plan
- Develop whole-system durable wealth diagnostics
- Develop a Durable Wealth Portrait and BiographyTM
- Learn the importance of utilizing a wealth structure framework
- Document the framework of your current wealth structure
- Recognize potential needs for changes to a more durable wealth structure
- Develop a roadmap to a more durable wealth structure
- Develop and adopt a family office mindset to manage your wealth structure
- Develop a team structure to support your family office mindset/framework
- Set individual team member responsibilities
- Build a wealth management cadence and team calendar
Program Outcomes
- Broader perspective and understanding of how to create more durable wealth
- Deeper knowledgebase of skills and tools to become a better CEO of your wealth
- Greater clarity of the purposes you desire to achieve with your wealth
- Sharpened focus of your wealth management goals, priorities and timelines
- Improved alignment of your goals, resources and energy in managing your wealth
- Catalog of strategies to create greater durability for your wealth
- Visibility to places of greater potentials for you, your family and your goals
- Guidelines to help you interview wealth management advisory teams
- Establish the fiduciary standard for your financial advisor(s) at all times
Executive Education Program Structure
- Experience level – novice to highly experienced
- Consecutive six-week program
- 3-hour evening classes 6:30 – 9:30 pm.
- One evening per week (Tues, Wed, or Thur.)
- Maximum enrollment: 16 households
- Offered twice per year, Spring and Fall
- Program Fee: $2,750 upon acceptance
- Early enrollment: $2,350 upon acceptance
- All books, tools and materials included
- Two coursework review meetings included
- Location: North Scottsdale | Perimeter Center
- Prerequisites: None
- No Solicitations
Why Participants Enroll
- Learn foundational wealth management skills
- Help spouse/partner prepare for future transition
- Create a cohesive plan for personal and family wealth
- Prepare new skills for transition from a business/property sale
- Prepare/improve/validate investment strategy
- Prepare/improve/validate plans for retirement
- Prepare/improve/validate estate plan
- Begin/improve tax planning
- Create/improve a plan for philanthropy
- Build a collaborative team of advisors (CFP, CPA, attorney)
- Improve management of existing advisor(s)
Course Participant Backgrounds
- Physicians
- Business Owners
- Dentists
- Professionals
- Corporate Executives
- Highly Compensated Employees
- Engineers
- Retirees
- Pre-Retirees
- Wealth Creators
- Family Trustees
- Inheritors
Course Instructors
Chartered Financial Analyst®
Certified Private Wealth Advisor®
Certified Investment Management Analyst®
Certified Financial Planner®
Chartered Financial Consultant®
Accredited Estate Planner®
Chartered Advisor in Philanthropy®
Certified Trust and Fiduciary Advisor
Accredited Investment Fiduciary®
Master of Taxation and Data Analytics
Master of Investment Management and Financial Analysis
Bachelor of Science in Finance
Chartered Financial Analyst®
Certified Investment Management Analyst®
Certified Financial Planner®
Chartered Financial Consultant®
Certified Trust and Fiduciary Advisor
Accredited Investment Fiduciary®
Master of Taxation
Master of Investment Management and Financial Analysis
Bachelor of Science in Chemical Engineering
Certified Financial Planner®
Certified Investment Management Analyst®
Accredited Estate Planner®
Chartered Advisor in Philanthropy®
Chartered Life Underwriter®
Accredited Investment Fiduciary®
Master of Science in Financial Services
Bachelor of Science in Business Administration
Course Outline
| Class 1 | Creating the CEO Framework |
| Class 2 | Recognizing and Utilizing Risk as Your Strategic Variable |
| Class 3 | Controlling the Line of Deployment |
| Class 4 | Building Your Flywheel – Curating Tools and Resources |
| Class 5 | Managing Your Flywheel – Integrating Tools with Purpose |
| Class 6 | The Family Office Mindset – Making It Enduring |
| Post-Class | Two Individual Capstone Meetings – Personal Application Completing Your Family Wealth Management Plan |
