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Family Office Wealth Management Course

Family Office Wealth Management Course
4 to 360h flexible workload
certificate valid in your country

What will I learn?

Gain a practical toolkit for multi-generational wealth management in family offices, focusing on structures, governance, reporting, and risk controls adapted for Latin America. Master macro analysis, asset allocation across private and public assets, and succession planning to preserve capital, simplify complexity, and set aligned long-term policies.

Elevify advantages

Develop skills

  • Design scalable family office structures with roles, governance, and reporting.
  • Build multi-asset portfolios aligned to multi-generational family goals.
  • Convert macro and risk analysis into actionable allocation strategies.
  • Apply Latin America-specific legal, tax, and compliance frameworks.
  • Oversee succession, education, and conflicts to sustain 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

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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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