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Highlights

We are very excited to announce that Abbot Downing (formerly Wells Fargo Family Wealth) has upgraded its Leaders Council membership to become our second Educational Partner and IPI's NextGen Partner in the United States. Abbot Downing joins U.S. Trust in this select group and we very much look forward to working with their team on all our programming and events designed exclusively for the next generation of wealth-holders.

Five-Day Programs

Wharton Private Wealth Management Program

Wharton Philadelphia April 27 - May 2, 2014
Wharton San Francisco August 3 - 7, 2014

Having just concluded its 13th year, this program helps attendees gain the substantive foundation necessary to oversee substantial private wealth.

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