About the Event

We are back in person! The Investments & Wealth Institute is teaming up with the University of Chicago Booth School of Business to present Wealth Advisor Forum 2021. This is the ultimate education event for elite, private wealth advisors – newly redesigned to make meaningful connections and experience the first, post-COVID community affair.

We’re raising the bar by combining the best parts of an industry conference – networking, presenter interactions, engagement and content, with the best parts of executive education – tenured professors, thought-leadership, and research. The result is the synergistic fusion of Ivy League-quality education and practical application.

Join us to celebrate the beginning of a new phase of COVID recovery. Develop new skills and strategies to better serve your wealthy clients and earn an exclusive certificate of completion from The University of Chicago Booth School of Business.



Theme: Concentrated Wealth Strategies

Standard investment wisdom says never put all your eggs in one basket, but with executive compensation packages, inheritances, and closely-held businesses, wealthy clients often hold a significant portion of their wealth in one basket. Ironically, the very asset responsible for creating wealth might eventually become one of the biggest risks to the clients’ financial goals. 

A wealth advisor has an opportunity to add significant value for the client by deploying strategies to:

  • Provide liquidity
  • Increase diversification
  • Replace source of income
  • Achieve legacy and charitable giving goals
  • Do all the above with tax efficiency

Discover from the best of the best – wealth advisors, estate attorneys, tax advisors, family governance experts, and leading academics – and learn what works (and what doesn’t work) when navigating the complexities of concentrated wealth.


Why You Should Attend This Conference:

Managing concentrated wealth, particularly that of closely held business owners, represents one of the biggest opportunities for wealth advisors to attract and retain wealthy clients. According to research done by the Investments & Wealth Institute (2020), business exit planning represents the single biggest gap in client satisfaction compared to any other service advisors offer.

As business owners continue to age, it’s rare to find an owner with an exit plan in place, despite the business being the bulk of the client’s wealth, their primary source of income, and their source of pride and identity.

Another area of client need is executive compensation. Stock and option awards have strict, complex rules and these clients generally don’t receive the education or support they need to successfully manage them. According to research, these clients first seek the advice of Google, colleagues, or their HR departments and therefore receive inadequate advice.

Advisors who offer competent advice to these clients can add significant value and differentiate themselves among HNW prospects.

Wealth Advisor Forum is powered by the Certified Private Wealth Advisor® (CPWA®) certification, the authoritative guide to a full range of choices for wealth advisors to preserve, diversify, and grow their clients’ concentrated wealth.

Key Takeaways:

  • Recommend strategies for clients with concentrated wealth to achieve goals of liquidity, diversification, income, charitable giving, and tax efficiency.
  • Identify the range of strategies available for closely-held business owners to sell full or partial interests in their businesses.
  • Identify the range of strategies available for executives with complex stock, options, or stock-based measures in their compensation packages.
  • Educate clients on the tax implications of diversifying their concentrated wealth. Develop strategies for addressing the human side of wealth transfer – family governance, behavioral finance, communication, and leadership.
Event Highlights:
  • Executive education with the experience and energy of a conference
  • Four Professors from The University of Chicago Booth School of Business
  • 15-20 Ivy League-quality Sessions
  • Women in Wealth Reception
  • In-Person Engagement and Networking Opportunities
  • Certificate of Completion from The University of Chicago Booth School of Business

Upon program completion, participants will receive an official Chicago Booth Executive Education digital badge. This badge serves as an online credential of your achievement that may be shared on social networks such as LinkedIn. Participants are also invited to join a private Executive Education LinkedIn group.



"Very timely topics that greatly assisted with my practice."
Tim K.
"As usual, I was impressed by the quality of the speakers and the content was relevant and timely."
Maria B.
"Great conference with a lot of practical actionable ideas."
Cindy R.
"Overall excellent experience for my first IWI conference, despite being a CPWA for a few years."
Jack S.
"IWI consistently delivers great content. Thanks for all your hard work to make these events productive and informative."
Joseph T.

One great conference, two ways to join: In-Person or On-Demand

Registration Rate


*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates.

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Featured Speakers

More speakers coming soon!


Note: Speakers are subject to change.

Event Schedule

All sessions take place in person and all conference recordings will be available on-demand through the conference platform within 72 hours. The conference platform is available through September 30, 2021, and all sessions are available on your account from October 1, 2021, through March 31, 2022.

  • Special Event

    Sunday September 12, 2021

  • Day 1

    Monday September 13, 2021

  • Day 2

    Tuesday September 14, 2021

  • On-Demand

    Available Starting September 13, 2021

Thank you to our Partners and Sponsors


Gold Partners

    Capital Group 4-12-2021                  RJ_RIA_STACKED


Conference Sponsors

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Bronze Partners

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