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Family Office Wealth Management Course

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

What will I learn?

This course offers practical tools for managing family wealth over generations. Cover family office setups, governance, reporting, and risk management suited for Latin America. Include macro analysis, asset allocation, oversight of private and public assets, and succession planning to protect capital, simplify complexity, and match long-term goals with clear policies.

Elevify advantages

Develop skills

  • Design family office structures with roles, governance, and reporting for growth.
  • Build multi-asset portfolios matching long-term family goals.
  • Turn macro and risk insights into smart allocation choices.
  • Set up legal, tax, and compliance rules focused on Latin America for families.
  • Handle succession, training, and disputes to keep wealth and family strong.

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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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