Family Office Wealth Management Course
Gain expertise in family office wealth management. Learn to create strong governance, handle risks, plan strategic asset mixes, and assess private and public investments. This supports lasting family wealth and sharp investment choices across generations.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course offers practical tools for managing family wealth over generations. Cover family office setups, governance, reports, and risk management suited for Latin America. Master macro views, asset mixing, oversight of private and public assets, and succession plans to protect capital, simplify challenges, and match goals with solid 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 keep wealth and family strong.
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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