Advanced Wealth Management Course
Gain expertise in advanced wealth management tailored for multi-generational families. Master risk assessment, strategic asset allocation, tax-optimised structures, and effective governance frameworks to ensure sustainable long-term investment success and family prosperity across generations.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course equips you with hands-on tools to evaluate family wealth, identify succession and liquidity risks, and create strong multi-generational plans. You will master designing asset allocations, choosing optimal structures, enhancing tax and cash flow efficiency, and applying solid governance, monitoring, and rebalancing techniques in a focused, impactful way.
Elevify advantages
Develop skills
- Family wealth assessment: swiftly evaluate succession, liquidity, and tax challenges.
- Strategic portfolio design: develop diversified assets for long-term 20+ year goals.
- Tax optimisation techniques: utilise trusts, holding entities, and international strategies.
- Risk management and governance: establish boundaries, monitoring tools, and family protocols.
- Investment execution: choose ETFs, bonds, alternatives, and currency protection measures.
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
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.

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The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

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