from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Family Office Management Course equips you with practical tools to craft investment policies, develop strategic and tactical asset allocations, and assess managers using solid risk controls. You will learn to define objectives, forecast returns, account for taxes and inflation, and organise operations, governance, reporting, and compliance to establish or enhance a professional, multi-generational family office in 12–18 months.
Elevify advantages
Develop skills
- Design family office investment policies with clear goals, constraints, and benchmarks.
- Build and rebalance multi-asset portfolios with strict risk and liquidity controls.
- Carry out quick, practical due diligence on managers for public, private, and real assets.
- Set up efficient family office operations including entities, custodians, systems, and reporting.
- Establish governance, decision-making rights, and next-generation involvement for US family offices.
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
As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...

Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.

Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!

Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.

Giulio CarloAluno de Engenharia de Prompt
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