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Family Office Wealth Management Course

Family Office Wealth Management Course
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.
Workload: between 4 and 360 hours

What our students say

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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 valuable information.
WiltonCivil Firefighter

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