Family Office Wealth Management Course
Master family office wealth management: build governance, manage risk, design strategic asset allocation, and evaluate private and public investments to support multi-generational wealth and effective investment decision-making. This course equips you with practical tools for structures, reporting, risk controls, macro analysis, and succession planning tailored to Latin America.

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.What our students say
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