Family Office Wealth Management Course
Gain expertise in family office wealth management: establish governance, control risks, create strategic asset allocations, and assess private and public investments to sustain multi-generational wealth and informed decision-making. This course equips you with practical tools for family office operations, macro analysis, portfolio strategies, and succession planning tailored to Latin America.

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.What our students say
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