Family Office Management Course
Master family office management with practical tools for asset allocation, manager selection, risk control, governance, and reporting. Build a disciplined, tax-aware portfolio and a 12–18 month roadmap to protect and grow multi-generational wealth.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Family Office Management Course gives you practical tools to design investment policies, build strategic and tactical asset allocations, and evaluate managers with clear risk controls. Learn to set objectives, model returns, plan for taxes and inflation, and structure operations, governance, reporting, and compliance so you can launch or upgrade a professional, multi-generational family office within 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 workload.What our students say
Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
FAQ
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course