Family Wealth Program - Vancouver
Program Overview
The Family Wealth Program is crafted to provide families with the practical insights and knowledge they need to manage their wealth effectively and empower each family member to become a leader or key contributor in the wealth management process. This 2.5-day, in-person program covers the essential building blocks for successful wealth management and is led by Corient subject matter experts, alongside a range of guest speakers. It offers participants a comprehensive framework to create an integrated wealth strategy that aligns with their family's goals, values, and complete financial picture.
Participants will explore vital topics such as investment management, tax planning, estate planning, and family dynamics. The program also emphasizes how to avoid common mistakes that can threaten wealth preservation and provides actionable strategies for managing and growing family assets across generations.
Event details:
Monday, November 23 – Wednesday, November 25
The course will begin at noon on Monday.
Welcome Reception: Monday, November 23, 5:30–7:00 PM at Carlino, 1115 Alberni St
Group Dinner: Tuesday, November 24, 5:30 PM at Hawksworth Restaurant (York Room), 801 West Georgia St
A detailed agenda will be shared closer to the event date.
Key Takeaways
Develop a comprehensive wealth management strategy that considers family goals, objectives, values, and family circumstances
Identify common pitfalls and mistakes to avoid
Select an investment strategy that is realistic, prudent, tax-efficient, and actionable given the time and resources you have to commit
Learn how to integrate the family business or concentrated family asset into a wealth management strategy
Identify the key roles, responsibilities, and opportunities for family members in understanding, supervising, and managing the family assets
Better understand how to effectively manage the personal and social benefits and risks of family wealth
Learning Methodology
Sessions will be delivered through a thoughtful pedagogical architecture using adult learning strategies, including class lectures, interactive case work, and large and small group discussions.
Who Should Attend
Families with a net worth of at least $20 million who:
Have built wealth in this generation,
Have or will inherit family wealth, or
Are contemplating or have recently experienced a liquidity event.
The program is ideal for individuals, couples, siblings, families, entrepreneurs, executives, and inheritors (no experience required).
Program Fee
The fee is $2,500 + HST. A discount is applied for multiple family members attending. The program is free for Corient clients.
Testimonials from Previous Attendees
“Great overview and insights into managing wealth. It was a positive experience to attend with my spouse and the course helped us step back and look more strategically at our current and future plans.”
“Very insightful and informative. Well worth the days off. There was great access to information and different experts on a group and individual basis. I got a lot from this experience and would highly recommend it.”
“I would strongly recommend attending this program if you are looking for a forum to share views, explore ideas and network with other families. My wife and I attended as a couple and were able to discuss the many valuable ideas taught in the course right away using similar language. It made the course especially relevant and motivating. We’ve already scheduled times for us to work together to address the takeaways that resonated most.”
“The instructors highlighted the important role that effective communication and clearly defined goals and expectations play when managing family wealth – areas that are often overlooked in lieu of focusing merely on the financial component of wealth management. Using a real case study, I was able to work through issues similar to those that my family is currently facing and leverage off of solutions arrived at in the program.”