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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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
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Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
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Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.
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André FelipePrompt Engineering Student

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