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Family Office Wealth Management Course

Family Office Wealth Management Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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