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Family Office Wealth Management Course

Family Office Wealth Management Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This course equips you with practical tools for multi-generational wealth management in family offices. Delve into structures, governance, reporting, and risk controls adapted for Latin America, alongside macro analysis, asset allocation, oversight of private and public assets, and succession planning to safeguard capital, handle complexities, and align enduring goals with straightforward policies.

Elevify advantages

Develop skills

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

Suggested summary

Before starting, you can change the chapters and the 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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The course was essential to meet the expectations of my boss and the company I work for.
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Very great course. Lots of rich information.
WiltonCivil Firefighter

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