Family Office Wealth Management Course
This course equips you with skills to master family office wealth management. You will build governance frameworks, manage risks effectively, design strategic asset allocations, and evaluate private and public investments. These tools support multi-generational wealth preservation and informed investment decisions tailored for complex family needs.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a practical toolkit for multi-generational wealth management in family offices. Master structures, governance, reporting, and risk controls suited to Latin America. Learn macro analysis, asset allocation, oversight of private and public assets, and succession planning to preserve capital, handle complexity, and align long-term goals with actionable 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.
- Translate macro and risk analysis into actionable allocation decisions.
- Implement legal, tax, and compliance controls focused on Latin America for families.
- Manage succession, education, and conflicts to preserve wealth and family unity.
Suggested summary
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