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Family Office Management Course

Family Office Management Course
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.
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
Great course. Lots of valuable information.
WiltonCivil Firefighter

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