Advanced Wealth Management Course
Master advanced wealth management for multi-generational families. Learn to assess risk, build strategic asset allocations, optimize tax-efficient structures, and design robust governance so you can deliver resilient, long-term investment outcomes. This course equips you with practical tools for diagnosing family wealth, managing succession risks, and implementing disciplined strategies.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Advanced Wealth Management Course provides practical tools to diagnose family wealth, assess succession and liquidity risks, and develop resilient multi-generational strategies. Participants learn to design strategic asset allocations, select efficient structures and vehicles, optimize tax and cashflow outcomes, and implement disciplined governance, monitoring, and rebalancing in a concise, high-impact format.
Elevify advantages
Develop skills
- Family wealth diagnosis: quickly assess succession, liquidity, and tax risks.
- Strategic allocation design: build multi-asset portfolios for 20+ year horizons.
- Tax-efficient structuring: apply trusts, holdings, and cross-border planning.
- Risk and governance setup: define limits, dashboards, and family decision rules.
- Investment implementation: select ETFs, bonds, private assets, and FX hedges.
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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