Advanced Wealth Management Course
Gain mastery in advanced wealth management tailored for multi-generational families. Develop skills to evaluate risks, craft strategic asset allocations, implement tax-optimised structures, and establish strong governance frameworks for sustainable, enduring investment results that withstand time and market shifts.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Advanced Wealth Management Course equips participants with essential practical tools to analyse family wealth dynamics, identify succession and liquidity challenges, and formulate durable multi-generational wealth strategies. Participants will master designing optimal asset allocations, choosing effective investment vehicles and structures, enhancing tax and cashflow efficiency, and applying rigorous governance, ongoing monitoring, and portfolio rebalancing techniques in a focused, impactful learning experience.
Elevify advantages
Develop skills
- Family wealth assessment: evaluate succession, liquidity, and tax risks swiftly.
- Strategic portfolio design: create multi-asset allocations for long-term horizons.
- Tax-efficient planning: utilise trusts, holdings, and international structures.
- Governance and risk management: establish limits, monitoring, and family rules.
- Investment execution: choose ETFs, bonds, private assets, and currency hedges.
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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