SOURCE: Diversified Trust

Diversified Trust

October 21, 2015 10:14 ET

Diversified Trust and Vanderbilt University Offer Innovative Personal Wealth Management Course

Comprehensive Two-Day Program Teaches the Fundamentals Necessary to Understand Personal Wealth Management Strategies and Navigate Complex Family Dynamics

NASHVILLE, TN--(Marketwired - Oct 21, 2015) - Diversified Trust, a Southeast-based comprehensive wealth management firm with over $5 billion in client assets under management, has announced a dynamic partnership with Vanderbilt University's Owen Graduate School of Management, one of the nation's preeminent graduate business schools, to offer a comprehensive and innovative two-day program dedicated to teaching personal wealth management strategies.

The class, which will next run Monday, November 30th to Tuesday, December 1st at Vanderbilt University in Nashville, Tenn., is currently open for enrollment. It is optimized for a diverse set of potential attendees, including:

  • Professionals, entrepreneurs, and business leaders;
  • High-income earners in the wealth accumulation phase;
  • Heirs, trust beneficiaries, and other members of families with wealth; and
  • Those facing a liquidity event or inheritance.

"We've fine-tuned this course to be comprehensive and innovative in instilling the fundamentals necessary to understand the thinking and strategy behind the effective management of personal wealth," said Bill Spitz, co-founder and director for Diversified Trust and one of the program's instructors. "Attendees will be introduced to concepts that will allow them to ensure they are making smart, effective decisions when managing assets for current and future generations while also being taught how to maintain healthy family dynamics throughout the process."

The program will provide a comprehensive overview of the disciplines involved in creating, refining and managing personal wealth strategies. Through lectures, seminar-style discussions, and exercises, attendees will gain practical information that can be immediately applied to their individual financial situations, including:

  • Evaluating existing wealth management plans;
  • Learning how to build and manage investment portfolios;
  • Talking to children about money;
  • Evaluating, hiring, and managing external financial, insurance and legal professionals; and
  • Answering the perennial question: "How much is enough?"

The cost of attendance is $2,500, which includes tuition and instructional materials, as well as scheduled meals for both days.

For more information on the wealth management program and how to register, please visit http://vu.edu/dt-wm.

About Diversified Trust
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with more than $5 billion of client assets under management. Its clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. Diversified Trust has offices in Atlanta, Ga.; Greensboro, N.C.; Memphis, Tenn.; and Nashville, Tenn.

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