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Family Office Management Course

Family Office Management Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

The Family Office Management Course provides practical tools to design investment policies, build strategic and tactical asset allocations, and evaluate managers with clear risk controls. Learn to set objectives, model returns, plan for taxes and inflation, and structure operations, governance, reporting, and compliance so you can launch or upgrade a professional, multi-generational family office within 12–18 months.

Elevify advantages

Develop skills

  • Design family office investment policies: clear goals, constraints, and benchmarks.
  • Build and rebalance multi-asset portfolios with disciplined risk and liquidity controls.
  • Execute fast, practical manager due diligence for public, private, and real assets.
  • Set up lean family office operations: entities, custodians, systems, and reporting.
  • Establish governance, decision rights, and next-gen engagement for US family offices.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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