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Succession Advisors Presents:

The Education Initiative

Online courses combining the personal touch of live sessions with the flexibility of virtual classrooms, delivered by distinguished university educators and industry professionals.

What is the Education Initiative?

The Education Initiative is an endeavor by Succession Advisors to equip individuals, families, and organizations with the tools they need to ensure sustained prosperity. Recognizing the weight of responsibility that comes with wealth inheritance for future generations, we have crafted programs that focus on financial literacy and critical thinking for adept ownership.

Our Mission:
Empowering Families For Generational Prosperity

How Are We Different?

In an age where educational opportunities are abundant, the defining factor of the Education Initiative is our philosophy. We believe that true knowledge isn’t just about accumulating information, but about understanding foundational principles.

"When you first start to study a field, it seems like you have to memorize a zillion things. You don't. What you need is to identify the core principles..." 

"When you first start to study a field, it seems like you have to memorize a zillion things. You don't. What you need is to identify the core principles..." 

Traditional academic pathways might not resonate with everyone, especially considering the escalating demand for financial literacy. Keeping this in mind, our approach is to clear away the excess and focus on core principles that drive understanding and informed decision-making.

How You Will Benefit

Participants of the Education Initiative will be better equipped to navigate the intricacies of generational wealth. With a foundation in essential principles, you’ll make informed decisions that have real-world implications, ensuring that the legacy of prosperity is carried forward with wisdom and insight.

Ramesh K. S. Rao

Eugene and Margaret McDermott Professor of Finance

University Distinguished Teaching Professor 

Founding Director, McCombs Wealth Management Center
University of Texas at Austin

• D.B.A., M.B.A, Indiana University
• B. Tech., Indian Institute of Technology

Ramesh K.S. Rao is the McDermott Professor of Banking and Finance at the McCombs School of Business at the University of Texas, Austin.

Dr. Rao’s research interests are asset pricing, financial markets, and the interface between finance and marketing and between finance and operations management. He has had industry experience in the areas of bankruptcy, corporate restructuring, valuation, corporate litigation and executive education. 

He has received the Outstanding Professor Award, the Joe Beasley Award, the Jack G. Taylor Teaching Excellence Award, Outstanding Professor Award in the Executive MBA Program, and The Excellence in Education Award at The University of Texas (twice). He served as Associate Dean for Graduate Programs and Director of the Texas MBA Program during 1997-’99 Dr. Rao was recently inducted into the Academy of Distinguished Teachers

Dr. Rao has extensive consulting experience. His clients include the Federal Home Loan Banks, Intel Corporation, Burlington Northern, Deutche Bank and Fidelity Investments. He has served on the Boards of Directors of companies and has testified as an expert witness in the Federal Bankruptcy Courts. He was appointed the sole valuation expert in the restructuring of First City Bancorporation. He was a valuation expert in the matter of VECO v. Department of Revenue, State of Alaska, American Express v. Visa et al (antitrust) and Boon v. CIGNA (contract damages).

In addition to conducting seminars for IBM, Arthur Young, Chase Banks, Texas Instruments, Motorola, Phillips Petroleum, and Halliburton, Dr. Rao has participated in several executive development programs in the U.S. and abroad. 

Dr. Rao has published in the American Economic Review, the Journal of Financial Economics, Management Science, the Journal of Financial and Quantitative Analysis and the Journal of Marketing, among others. He is the author of Financial Management:  Concepts and Applications, A Theory of the Firm’s Cost of Capital (with E. Stevens) and Corporate Policies in a World with Informational Asymmetry (with V. Agrawal). 

Dr. Rao’s current focus is on the Wealth Management Industry. As Founding Director of the McCombs Wealth Management Center, he helped create a new academic track for students in wealth management, established a network of partners that include leading firms in the industry, collaborations with bipartisan policy centers and organizations. He is a Partner at Succession Advisors, a media company focused on delivering educational programs to promote generational prosperity and is on the Advisory Board of Venturi Private Wealth.

Ready for the Education Initiative?