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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 Family Office Wealth Management Course provides a practical toolkit for multi-generational wealth preservation. It covers family office structures, governance, reporting, and risk controls tailored to Latin America, alongside macro analysis, asset allocation, oversight of private and public assets, and succession planning to manage complexity and align long-term goals with actionable policies.

Elevify advantages

Develop skills

  • Design family office structures: roles, governance, and reporting built for scale.
  • Build strategic, multi-asset portfolios aligned with multi-generational goals.
  • Translate macro and risk analysis into clear, actionable allocation decisions.
  • Implement Latin America–focused legal, tax, and compliance controls for families.
  • Manage succession, education, and conflict to preserve wealth and family unity.

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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