Family Office Wealth Management Course
This course equips you to master family office wealth management, covering governance structures, risk management, strategic asset allocation for private and public investments, and tools for multi-generational wealth preservation and sound decision-making in complex environments.

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.What our students say
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