Family Office Wealth Management Course
Gain expertise in family office wealth management. Learn to establish strong governance, handle risks, create strategic asset allocations, and assess private and public investments. This supports lasting multi-generational wealth and sharp investment choices across complex family needs.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course offers practical tools for managing multi-generational wealth in family offices. Cover structures, governance, reporting, and risk controls suited to Latin America. Master macro analysis, asset allocation, oversight of private and public assets, and succession planning to safeguard capital, simplify operations, and match enduring family goals with straightforward policies.
Elevify advantages
Develop skills
- Design family office structures with roles, governance, and reporting for growth.
- Build multi-asset portfolios matching long-term family goals.
- Turn macro and risk insights into smart allocation choices.
- Set up legal, tax, and compliance rules focused on Latin America for families.
- Handle succession, training, and disputes to protect wealth and family bonds.
Suggested summary
Before starting, you can change the chapters and 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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