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Family Office Wealth Management Course

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

What will I learn?

This course equips you with practical tools for managing multi-generational wealth in family offices. Explore structures, governance, reporting, and risk management suited for Latin America, along with macro analysis, asset allocation, oversight of private and public assets, and succession strategies to protect capital, simplify complexities, and match long-term goals with effective policies.

Elevify advantages

Develop skills

  • Design family office structures with roles, governance, and reporting for scalability.
  • Build strategic multi-asset portfolios aligned with multi-generational family goals.
  • Convert macro and risk analysis into practical asset allocation decisions.
  • Apply Latin America-specific legal, tax, and compliance measures for family offices.
  • Handle succession planning, education, and conflicts to safeguard wealth and unity.

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

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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