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Family Office Wealth Management Course

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

What will I learn?

This Family Office Wealth Management Course gives you a practical, concise toolkit to support multi-generational wealth. Learn family office structures, governance, reporting, and risk controls tailored to Latin America, plus macro analysis, asset allocation, private and public asset oversight, and succession planning so you can help preserve capital, manage complexity, and align long-term objectives with clear, actionable policies.

Elevify advantages

Develop skills

  • Design family office structures: roles, governance, and reporting built for scale.
  • Build strategic, multi-asset portfolios aligned with multi-generational goals.
  • Translate macro and risk analysis into clear, actionable allocation decisions.
  • Implement Latin America–focused legal, tax, and compliance controls for families.
  • Manage succession, education, and conflict to preserve wealth and family unity.

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.
Workload: between 4 and 360 hours

What our students say

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The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
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