Family Office Wealth Management Course
Gain expertise in family office wealth management by mastering governance structures, risk management strategies, strategic asset allocation, and evaluation of private and public investments to effectively support multi-generational wealth preservation and informed investment decisions across complex family dynamics.

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.What our students say
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