Family Office Wealth Management Course
Gain expertise in family office wealth management by establishing strong governance, handling risks effectively, crafting strategic asset allocations, and assessing private and public investments to sustain multi-generational wealth and support sound investment choices.

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.What our students say
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