NVQ Level 7 in Family Office Management

Tuesday, 17 February 2026 12:29:34

International Students can apply

Apply Now     Viewbook

NVQ Level 7 in Family Office Management

Overview

NVQ Level 7 in Family Office Management

This advanced qualification is designed for experienced professionals seeking to enhance their skills in managing the complex financial affairs of high-net-worth families. Covering topics such as wealth preservation, estate planning, and investment strategies, this course equips learners with the knowledge and expertise needed to excel in the specialized field of family office management. Ideal for wealth managers, financial advisors, and estate planners looking to advance their careers and provide top-tier service to affluent clients. Take your career to the next level with NVQ Level 7 in Family Office Management.

Explore the world of family office management today!

Embark on a transformative journey with our NVQ Level 7 in Family Office Management program. Gain advanced knowledge in financial planning, investment strategies, and estate management tailored for high-net-worth families. Elevate your career prospects with specialized skills in wealth preservation and succession planning. Our expert faculty will guide you through real-world case studies and industry best practices, preparing you for leadership roles in prestigious family offices. Stand out in the competitive finance industry with a recognized qualification that showcases your expertise in managing complex family wealth. Take the next step towards a rewarding career in family office management today. (9)

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

• Develop and implement family office governance structures
• Manage family office operations and administration
• Analyze and evaluate investment opportunities
• Implement risk management strategies
• Develop and implement tax planning strategies
• Manage family office staff and resources
• Monitor and report on family office performance
• Develop and implement succession planning strategies
• Understand and comply with regulatory requirements
• Develop and maintain relationships with family members and external stakeholders

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.

Apply Now

Accreditation

 Awarded by an OfQual regulated awarding body

Apply Now

  • 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
    •

Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Opportunity Description
Family Office Manager Oversee the financial and administrative operations of a family office, ensuring efficient wealth management and estate planning.
Investment Analyst Analyze investment opportunities, conduct due diligence, and provide recommendations to optimize the family office's investment portfolio.
Trust and Estate Advisor Provide guidance on trust and estate planning strategies, tax implications, and wealth transfer solutions for high-net-worth families.
Private Wealth Advisor Develop customized financial plans, investment strategies, and risk management solutions to meet the unique needs of affluent individuals and families.
Family Governance Consultant Facilitate discussions on family values, goals, and decision-making processes to establish effective governance structures within a family office.

Key facts about NVQ Level 7 in Family Office Management

NVQ Level 7 in Family Office Management is a prestigious qualification designed for professionals seeking to enhance their expertise in managing family offices. The course focuses on developing advanced skills in financial planning, investment management, and estate planning tailored to the unique needs of high-net-worth families.
The learning outcomes of NVQ Level 7 in Family Office Management include mastering strategic decision-making, risk management, and governance within a family office setting. Participants will also gain a deep understanding of tax planning, philanthropy, and succession planning to effectively support the wealth preservation and growth objectives of affluent families.
This qualification typically spans over 12-18 months, depending on the mode of study and individual pace. The course structure combines theoretical knowledge with practical case studies and real-world simulations to provide a comprehensive learning experience. Participants are assessed through assignments, projects, and examinations to ensure they have acquired the necessary skills and knowledge.
NVQ Level 7 in Family Office Management is highly relevant to professionals working in family offices, wealth management firms, private banks, and advisory services catering to ultra-high-net-worth clients. Graduates of this program are equipped with the expertise to navigate the complexities of managing family wealth effectively and ethically, making them valuable assets in the wealth management industry.

Why this course?

NVQ Level 7 in Family Office Management holds significant importance in today's market, especially in the UK. According to recent statistics, the demand for skilled professionals in family office management is on the rise, with an increasing number of high-net-worth individuals seeking specialized services to manage their wealth effectively. In fact, the UK is home to a large number of family offices, making it a lucrative market for professionals with advanced qualifications in this field. Having an NVQ Level 7 qualification in Family Office Management not only demonstrates a high level of expertise and knowledge but also opens up a wide range of career opportunities in the financial services sector. Professionals with this qualification are highly sought after by family offices, wealth management firms, and private banks, as they possess the skills needed to provide tailored financial solutions and strategic advice to affluent clients. In today's competitive market, where the demand for specialized financial services is growing rapidly, obtaining an NVQ Level 7 in Family Office Management can give professionals a competitive edge and enhance their career prospects significantly. By staying ahead of industry trends and meeting the evolving needs of clients, individuals with this qualification can position themselves as valuable assets in the financial services industry.
Statistics UK Market
Number of family offices Increasing
Demand for skilled professionals Rising
Career opportunities Abundant

Who should enrol in NVQ Level 7 in Family Office Management?

The ideal audience for NVQ Level 7 in Family Office Management are professionals seeking to advance their career in the financial services industry, specifically in family office management. This qualification is perfect for individuals who have experience in wealth management, private banking, or financial planning and are looking to specialize in managing the complex needs of high-net-worth families.

According to recent data, the demand for family office professionals in the UK has been steadily increasing, with a 15% growth in job opportunities over the past year. This makes it an ideal time to pursue advanced education in this field to stay competitive in the job market.

By enrolling in NVQ Level 7 in Family Office Management, you will gain the knowledge and skills needed to effectively manage the financial affairs of affluent families, including investment management, tax planning, estate planning, and risk management. This qualification will not only enhance your career prospects but also allow you to make a meaningful impact on the lives of your clients.