Family Office Wealth Management Course
Master family office wealth management by building strong governance, managing risks effectively, designing strategic asset allocation, and evaluating private and public investments to support multi-generational wealth preservation and smart investment decisions across complex family needs.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This course provides a practical toolkit for multi-generational wealth management in family offices. You will learn about structures, governance, reporting, and risk controls tailored for Latin America, including 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 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.What our students say
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