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Family Office Wealth Management Course

Family Office Wealth Management Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This course provides practical tools for multi-generational wealth management, covering family office structures, governance, reporting, and risk controls tailored for Latin America, along with macro analysis, asset allocation, oversight of private and public assets, and succession planning to preserve capital, handle complexity, and align long-term family goals with actionable policies.

Elevify advantages

Develop skills

  • Design family office structures with roles, governance, and reporting for scale.
  • Build strategic multi-asset portfolios for multi-generational goals.
  • Translate macro and risk analysis into actionable allocation decisions.
  • Implement Latin America-focused legal, tax, and compliance controls.
  • Manage succession, education, and conflict to preserve wealth and unity.

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 of 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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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