4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
The Family Office Management Course equips you with practical tools to craft investment policies, develop strategic and tactical asset allocations, and assess managers using clear risk controls. You will learn to establish objectives, model returns, account for taxes and inflation, and organise operations, governance, reporting, and compliance to launch or enhance a professional, multi-generational family office in 12–18 months.
Elevify Advantages
Develop Skills
- Design family office investment policies with clear goals, constraints, and benchmarks.
- Build and rebalance multi-asset portfolios with disciplined risk and liquidity controls.
- Conduct swift, practical due diligence on managers for public, private, and real assets.
- Set up efficient family office operations including entities, custodians, systems, and reporting.
- Establish governance, decision rights, and next-generation 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.What our students say
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