Family Office Management Course
Gain expertise in family office management through practical tools for asset allocation, manager selection, risk management, governance, and reporting. Develop a disciplined, tax-efficient portfolio and a 12-18 month plan to safeguard and expand multi-generational wealth.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Family Office Management Course equips you with practical tools to create investment policies, develop strategic and tactical asset allocations, and assess managers using robust risk controls. You will learn to define objectives, forecast returns, account for taxes and inflation, and organise operations, governance, reporting, and compliance to establish or enhance a professional multi-generational family office in 12-18 months.
Elevify advantages
Develop skills
- Design family office investment policies with clear goals, constraints, and benchmarks.
- Build and rebalance multi-asset portfolios using disciplined risk and liquidity controls.
- Conduct efficient manager due diligence for public, private, and real assets.
- Set up efficient family office operations including entities, custodians, systems, and reporting.
- Establish governance, decision rights, and next-generation engagement for 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
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