Log in
Choose your language

Family Office Wealth Management Course

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

What will I learn?

This course delivers a practical toolkit for multi-generational wealth management in family offices. Master structures, governance, reporting, and risk controls suited to Latin America, alongside macro analysis, asset allocation, oversight of private and public assets, and succession planning to preserve capital, simplify complexity, and match long-term goals with effective policies.

Elevify advantages

Develop skills

  • Design family office structures with roles, governance, and reporting for scalability.
  • Build strategic multi-asset portfolios aligned to multi-generational goals.
  • Convert macro and risk analysis into clear allocation decisions.
  • Apply Latin America-specific legal, tax, and compliance controls for families.
  • Handle succession, education, and conflicts to safeguard wealth and unity.

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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Really great course. Lots of valuable information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses come with a certificate?

Are the courses free?

What is the duration of the courses?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an online course and how does it work?

PDF Course