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Family Office Wealth Management Course

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

What will I learn?

This course provides a practical toolkit for multi-generational wealth management. Learn family office structures, governance, reporting, and risk controls tailored for Latin America. Gain skills in macro analysis, asset allocation, oversight of private and public assets, and succession planning to preserve capital, handle complexity, and align long-term goals with actionable policies.

Elevify advantages

Develop skills

  • Design family office structures with roles, governance, and reporting for scale.
  • Build strategic multi-asset portfolios aligned with multi-generational goals.
  • Translate macro and risk analysis into 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 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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SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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