Private Wealth Management

Program Description

Private Wealth Management is Module II of the Private Wealth Management Executive Program, available as a standalone course. Nine in-person sessions —18 hours in November 2025— devoted to the institute's central discipline: private wealth management understood through its guiding principle, there is no such thing as an average client.

The module is taught in four parts by four specialists: Mariana Garza, José María de la Torre, Fernando Buendía and Giuseppe Bracalello. Four distinct professional trajectories on a single discipline, allowing participants to contrast real-world approaches to wealth practice.

The in-person, intensive format is designed for industry professionals seeking a concentrated immersion in private wealth management without enrolling in the full annual program.

General Objective

To provide participants with an 18-hour, in-person immersion in the discipline of private wealth management, taught in four parts by four active specialists, under the principle that there is no such thing as an average client and that every estate demands a tailored solution.

Learning Objectives

• 01Understand the discipline of private wealth management from the perspective of active practitioners.
• 02Apply the module's guiding principle: there is no such thing as an average client; every estate demands a tailored solution.
• 03Contrast four professional approaches to wealth management across the module's four parts.
• 04Develop judgment for designing client-centered wealth proposals.
• 05Integrate the best practices of institutional wealth management into the advisor's daily operations.

Why Take This Program

1. 18 hours of intensive, in-person training in private wealth management.
2. Four specialists in a single module: Mariana Garza, José María de la Torre, Fernando Buendía and Giuseppe Bracalello.
3. It is Module II of the Private Wealth Management Executive Program, available as a standalone course.
4. A defined calendar: nine dates in November 2025 (4, 5, 6, 10, 11, 13, 24, 25 and 27).
5. 100% in-person format: direct interaction with instructors and industry peers.
6. A four-part structure that approaches the discipline from four distinct professional trajectories.
7. A central thesis anchored in practice: there is no such thing as an average client.
8. 2-hour sessions, compatible with an executive agenda.
9. Access to the professional network of the Private Wealth Management Institute.
10. An investment of $53,000 MXN + VAT for nine sessions with senior faculty.

Syllabus — Key Topics

• The wealth client: there is no such thing as an average client as the guiding principle
• A module structured in four parts
• Four specialists: Mariana Garza, José María de la Torre, Fernando Buendía and Giuseppe Bracalello
• 9 in-person sessions of 2 hours — 18 hours in total
• Dates in November 2025: 4, 5, 6, 10, 11, 13, 24, 25 and 27
• Module II of the Private Wealth Management Executive Program, available as a standalone course

Faculty

Mariana Garza · José María de la Torre · Fernando Buendía · Giuseppe Bracalello