Family Office and Wealth Inheritance Management course

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International Students can apply

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Family Office and Wealth Inheritance Management course

Overview

Family Office and Wealth Inheritance Management Course Overview:

Discover the intricacies of managing family wealth and inheritance with our comprehensive course designed for high-net-worth individuals, family office professionals, and wealth managers. Learn essential strategies for preserving and growing wealth, navigating complex tax laws, and ensuring a smooth transfer of assets to future generations. Gain insights into investment planning, estate planning, and philanthropic initiatives to secure your family's financial legacy. Join us on this transformative journey towards financial empowerment and generational wealth preservation.

Take the first step towards securing your family's financial future. Enroll now!

Family Office and Wealth Inheritance Management is a comprehensive course designed to equip individuals with the skills and knowledge needed to navigate the complex world of managing family wealth. Learn how to create and implement effective strategies for preserving and growing wealth for future generations. Gain insights into investment management, tax planning, estate planning, and philanthropy. This course offers a unique blend of theoretical knowledge and practical skills, preparing you for a successful career in wealth management or as a family office professional. With a growing demand for experts in this field, this course opens up a world of lucrative career opportunities. (18)

Entry requirements




International Students can apply

Joining our world will be life-changing with a student body representing over 157 nationalities.

LSIB is truly an international institution with history of welcoming students from around the world. With us, you're not just a student, you're a member.

Course Content

• Introduction to Family Offices
• Wealth Inheritance Planning
• Investment Strategies for High Net Worth Individuals
• Tax Planning and Compliance for Family Offices
• Risk Management and Asset Protection
• Philanthropy and Social Impact Investing
• Governance and Succession Planning
• Estate Planning and Trusts
• Family Dynamics and Communication in Wealth Management
• Technology and Innovation in Family Office Operations

Assessment

The assessment is done via submission of assignment. There are no written exams.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration

The programme is available in two duration modes:

6 months: GBP £1250
9 months: GBP £950
This programme does not have any additional costs.
The fee is payable in monthly, quarterly, half yearly instalments.
You can avail 5% discount if you pay the full fee upfront in 1 instalment

6 months - GBP £1250

9 months - GBP £950

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Accreditation

 Awarded by an OfQual regulated awarding body

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  • 1. Complete the online enrolment form and Pay enrolment fee of GBP £10.
  • 2. Wait for our email with course start dates and fee payment plans. Your course starts once you pay the course fee.
  • Apply Now
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Got questions? Get in touch

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+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Opportunity Description
Family Office Manager Responsible for overseeing the financial affairs of high-net-worth families, managing investments, estate planning, and coordinating with various professionals to ensure wealth preservation and growth.
Wealth Inheritance Advisor Provides guidance to individuals on how to manage and distribute their wealth to future generations, including tax planning, philanthropic giving, and creating trusts.
Private Wealth Analyst Analyzes financial data, market trends, and investment opportunities to provide recommendations to clients on how to optimize their wealth and achieve their financial goals.
Family Governance Consultant Assists families in developing governance structures and policies to facilitate effective decision-making, communication, and conflict resolution among family members regarding wealth management and inheritance.
Trust and Estate Planner Specializes in creating customized estate plans, wills, and trusts to ensure the smooth transfer of assets to beneficiaries while minimizing tax liabilities and preserving family wealth for future generations.

Key facts about Family Office and Wealth Inheritance Management course

Family Office and Wealth Inheritance Management course is designed to equip participants with the knowledge and skills needed to effectively manage family wealth and assets. The learning outcomes include understanding the role of a family office, developing investment strategies, and implementing wealth transfer plans.
This course typically lasts for 2-3 days and covers topics such as estate planning, tax optimization, philanthropy, and governance structures. Participants will also learn about the latest trends and best practices in wealth management to ensure the long-term preservation and growth of family wealth.
The Family Office and Wealth Inheritance Management course is highly relevant to individuals working in family offices, wealth management firms, and financial advisory services. It is also beneficial for family members involved in managing their family's wealth and assets. By completing this course, participants will be better equipped to navigate the complexities of wealth management and ensure the financial well-being of future generations.

Why this course?

The Family Office and Wealth Inheritance Management course holds significant importance in today's market, especially in the UK where wealth management is a growing industry. According to recent statistics, the number of high-net-worth individuals in the UK has been steadily increasing, with over 715,000 individuals holding assets worth more than $1 million in 2020. This course is designed to equip professionals with the necessary skills and knowledge to effectively manage the complex financial needs of affluent families and individuals. With the increasing complexity of wealth management strategies and the growing importance of succession planning, there is a high demand for professionals who are well-versed in family office and wealth inheritance management. The course covers a wide range of topics including tax planning, estate planning, investment management, and philanthropy, providing learners with a comprehensive understanding of the key principles and practices in the field. By completing this course, professionals can enhance their career prospects and meet the evolving needs of their clients in today's competitive market. | Year | Number of HNWIs in the UK | |------|---------------------------| | 2018 | 678,000 | | 2019 | 702,000 | | 2020 | 715,000 |

Who should enrol in Family Office and Wealth Inheritance Management course?

The ideal audience for the Family Office and Wealth Inheritance Management course are individuals seeking to understand how to effectively manage and preserve their family wealth for future generations. This course is perfect for high-net-worth individuals, family office professionals, and wealth managers looking to enhance their knowledge and skills in wealth preservation and inheritance planning.

According to recent UK-specific statistics, over 70% of family wealth is lost by the second generation and 90% by the third generation. This highlights the importance of proper wealth management and inheritance planning to ensure the long-term sustainability of family assets. By enrolling in this course, learners will gain valuable insights and strategies to protect and grow their family wealth for generations to come.