Family Office Wealth Management Course
Gain expertise in family office wealth management. Learn to create strong governance, handle risks, plan asset allocations, and assess private and public investments. This supports lasting family wealth and smart decisions across generations.

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 workloadWhat our students say
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