Family Office Management Course
This course equips participants with essential skills to establish and manage a professional family office, focusing on investment strategies, portfolio management, due diligence, operations, and governance for multi-generational wealth preservation.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Family Office Management Course provides practical tools to design investment policies, build strategic and tactical asset allocations, and evaluate managers with clear risk controls. Learn to set objectives, model returns, plan for taxes and inflation, and structure operations, governance, reporting, and compliance so you can launch or upgrade a professional, multi-generational family office within 12–18 months.
Elevify advantages
Develop skills
- Design family office investment policies: clear goals, constraints, and benchmarks.
- Build and rebalance multi-asset portfolios with disciplined risk and liquidity controls.
- Execute fast, practical manager due diligence for public, private, and real assets.
- Set up lean family office operations: entities, custodians, systems, and reporting.
- Establish governance, decision rights, and next-gen engagement for US family offices.
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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