flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Family Office Management Course equips you with practical tools to craft investment policies, develop strategic and tactical asset allocations, and assess managers using clear risk controls. You will learn to establish objectives, model returns, plan for taxes and inflation, and organise operations, governance, reporting, and compliance to launch or enhance a professional, multi-generational family office in 12–18 months.
Elevify advantages
Develop skills
- Design family office investment policies: clear goals, constraints, and benchmarks.
- Build and rebalance multi-asset portfolios with disciplined risk and liquidity controls.
- Execute fast, practical manager due diligence for public, private, and real assets.
- Set up lean family office operations: entities, custodians, systems, and reporting.
- Establish governance, decision rights, and next-gen engagement for US family offices.
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 workloadWhat our students say
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