Building Wealth. Preserving Legacy. — We train the next generation of wealth leaders: private bankers, family offices and wealth managers.
A pioneer and the only institute of its kind in the Americas: the technical depth of global markets combined with a holistic view of family wealth.
A curriculum on par with the world's leading executive institutes: public and private markets, asset allocation, international taxation, insurance, philanthropy and geopolitics — all in one place.
More than 30 active practitioners: chief economists, family office managers, private bankers and specialists who steward the real wealth of the region's most prominent families.
Your classmates come from broker-dealers, asset managers, hedge funds, investment banks and family offices. The classroom is, in itself, the most valuable business network in the industry.
Open-enrollment executive courses with individual registration. They are not part of the Private Wealth Management Executive Program: each one is taken independently.
José Antonio González Anaya · Former Mexican Secretary of Finance
The United States and Mexico in times of uncertainty: how to read, price in and hedge the risks now driving the peso, the local yield curve and credit.
Luis Seco · Director, RiskLab, University of Toronto
An applied perspective on hedge fund strategies, performance evaluation and manager selection, from the standpoint of private banking and family offices. Includes a long/short simulation.
Luis Seco & Jorge Fabre · University of Toronto and IADA Anáhuac
How to structure, operate and ensure the continuity of a Family Office: wealth architecture, investment and risk, family governance, intergenerational succession, global compliance and philanthropy.
Carlos Ramírez · Partner, Integralia; former President of CONSAR
Reading the environment and understanding exposure: geopolitical, macroeconomic, demographic, health and liquidity risks, integrated into the planning of large estates and their hedging strategies.
Domingo Viesca · Co-founder, Masttro
Technology for a comprehensive view of wealth: multi-custodian aggregation, illiquid assets, AI applied to documents, and security controls, with a live demonstration of Masttro.
Limited seats. Individual enrollment, no prior program required. Courses are taught in Spanish; times are Mexico City time.
See the full 2026 schedulePrivate Wealth Management Institute
Private Wealth Management Institute
Programs for heirs and future wealth leaders aged 5 to 25: Money Explorers, Future Builders, Next Gen Shapers and Legacy Leaders. Financial education designed for each family and each institution.
RiskMathics · Private Wealth Management Institute · WealthNext Academy
A selective admissions process. Complete your application and an advisor will contact you within 24 business hours.
[email protected]
+52 (55) 5682 9617
Club de Industriales, Mexico City
IADA Campus — Universidad Anáhuac
Monday to Friday
9:00 — 18:00 (Mexico City)
Secure payment · Stripe / PayPal · You will receive confirmation by email