Family Office Wealth Management Course
Gain expertise in family office wealth management, covering governance frameworks, risk oversight, strategic asset allocation, and assessment of private and public investments to sustain multi-generational wealth and informed decision-making.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This course equips you with practical tools for managing multi-generational wealth through family office setups, governance, reporting, and risk strategies focused on Latin America. It covers macroeconomic analysis, asset allocation across private and public markets, and succession planning to protect capital, simplify complexities, and match long-term aims with effective policies.
Elevify advantages
Develop skills
- Design scalable family office structures with clear roles, governance, and reporting.
- Build multi-asset portfolios aligned to multi-generational family goals.
- Convert macro and risk insights into practical asset allocation choices.
- Apply Latin America-specific legal, tax, and compliance measures for family offices.
- Handle succession planning, family education, and disputes to safeguard wealth and harmony.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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