Log in
Choose your language

Family Office Wealth Management Course

Family Office Wealth Management Course
4 to 360 hours of flexible workload
certificate valid in your country

What Will I Learn?

Acquire a practical toolkit for multi-generational wealth preservation 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 manage complexity and align enduring goals with effective policies.

Elevify Advantages

Develop Skills

  • Design scalable family office structures with roles, governance, and reporting.
  • Build multi-asset portfolios aligned to multi-generational wealth goals.
  • Convert macro and risk insights into practical asset allocation choices.
  • Apply Latin America-specific legal, tax, and compliance measures.
  • Handle succession, education, and disputes to safeguard wealth and harmony.

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

FAQs

Who is Elevify? How does it work?

Do the courses come with a certificate?

Are the courses free?

What is the course duration?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an online course and how does it work?

PDF Course