Family Office Wealth Management Course
Gain expertise in family office wealth management, covering governance frameworks, risk oversight, strategic asset allocation, and assessment of private and public investments to sustain multi-generational wealth and informed decision-making.

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.What our students say
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