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.
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.
info@wealthinstitute.com.mx
+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