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Family Office Management Course

Family Office Management Course
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.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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