Log in
Choose your language

Family Office Wealth Management Course

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

What Will I Learn?

This Family Office Wealth Management Course gives you a practical, concise toolkit to support multi-generational wealth. Learn family office structures, governance, reporting, and risk controls tailored to Latin America, plus macro analysis, asset allocation, private and public asset oversight, and succession planning so you can help preserve capital, manage complexity, and align long-term objectives with clear, actionable policies.

Elevify Differentials

Develop Skills

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

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

I was just promoted to Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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