Family Office Wealth Management Course
Gain expertise in family office wealth management. Develop strong governance, handle risks, create strategic asset mixes, and assess private and public investments. This supports lasting family wealth and sound investment choices across generations.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This course offers practical tools for managing multi-generational wealth in family offices. Cover structures, governance, reporting, and risk controls suited to Latin America. Include macro analysis, asset allocation, oversight of private and public assets, and succession planning to protect capital, simplify operations, and match enduring goals with straightforward policies.
Elevify advantages
Develop skills
- Design family office structures with roles, governance, and reporting for growth.
- Build multi-asset portfolios matching long-term family goals.
- Turn macro and risk insights into smart allocation choices.
- Set up legal, tax, and compliance rules focused on Latin America for families.
- Handle succession, training, and disputes to safeguard wealth and harmony.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
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 EAD or online course and how does it work?
PDF Course