Family Office Wealth Management Course
Master family office wealth management: build governance, manage risk, design strategic asset allocation, and evaluate private and public investments to support multi-generational wealth and effective investment decision-making.

from 4 to 360h 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 advantages
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.What our students say
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