OTHM Level 7 Diploma in Family Office Management

Tuesday, 17 February 2026 12:52:41

International Students can apply

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OTHM Level 7 Diploma in Family Office Management

Overview

The OTHM Level 7 Diploma in Family Office Management is designed for professionals seeking advanced knowledge in managing family offices. This program covers key topics such as wealth management, succession planning, and governance, tailored for individuals working in family offices or aspiring to do so.
With a focus on strategic decision-making and best practices, this diploma equips learners with the skills needed to navigate the complexities of family wealth management.
Take your career to the next level and become a trusted advisor in the world of family offices. Explore the OTHM Level 7 Diploma today!

Embark on a transformative journey with the OTHM Level 7 Diploma in Family Office Management. This comprehensive program equips you with the skills and knowledge needed to excel in the dynamic world of family office management. Gain a deep understanding of wealth management, estate planning, and investment strategies tailored to high-net-worth families. The course also covers leadership and communication skills essential for success in this specialized field. Graduates can pursue lucrative career opportunities as family office managers or wealth advisors, making a significant impact on the financial well-being of affluent families. Elevate your career prospects with this prestigious qualification. (32)

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

• Strategic Management in Family Office
• Financial Planning and Wealth Management
• Governance and Risk Management in Family Office
• Tax Planning and Compliance for Family Office
• Investment Management and Portfolio Construction
• Estate Planning and Philanthropy
• Leadership and Communication in Family Office
• Technology and Innovation in Family Office
• Legal and Regulatory Framework for Family Office
• Family Dynamics and Succession Planning

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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+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

| Career Opportunity | Description | |----------------------------------------------|-------------------------------------------------------------------------------------------------------| | Family Office Manager | A Family Office Manager oversees the financial affairs of high-net-worth families, managing investments, estate planning, and philanthropic activities. | | Wealth Management Advisor | Wealth Management Advisors provide personalized financial advice to affluent clients, helping them grow and protect their assets. | | Private Client Relationship Manager | Private Client Relationship Managers build and maintain relationships with high-net-worth individuals, offering tailored financial solutions. | | Estate Planning Specialist | Estate Planning Specialists assist families in creating strategies to transfer wealth and assets to future generations while minimizing tax implications. | | Philanthropic Advisor | Philanthropic Advisors work with families to develop charitable giving strategies and manage philanthropic initiatives. | | Investment Analyst | Investment Analysts conduct research and analysis on financial markets and investment opportunities to support decision-making for family office portfolios. |

Key facts about OTHM Level 7 Diploma in Family Office Management

The OTHM Level 7 Diploma in Family Office Management is designed to equip individuals with the knowledge and skills required to effectively manage family offices. The program focuses on areas such as wealth management, estate planning, governance structures, and risk management within the context of family offices.
Participants will develop a deep understanding of the unique challenges and opportunities faced by family offices, enabling them to make informed decisions and provide strategic guidance to high-net-worth families. The course also covers topics like tax planning, investment strategies, and succession planning to ensure comprehensive knowledge in family office management.
The duration of the OTHM Level 7 Diploma in Family Office Management typically ranges from 6 to 12 months, depending on the mode of study and individual pace. The program is delivered through a blend of online learning materials, webinars, and assignments, allowing flexibility for working professionals to balance their studies with other commitments.
This diploma is highly relevant to professionals working in the wealth management, financial planning, or private banking sectors, as well as individuals seeking to enter the field of family office management. Graduates of this program will be equipped with the expertise to navigate the complexities of managing family wealth and provide tailored solutions to meet the unique needs of affluent families.

Why this course?

The OTHM Level 7 Diploma in Family Office Management holds significant importance in today's market due to the increasing demand for professionals with specialized knowledge in managing family offices. In the UK, the number of family offices has been steadily rising, with a 25% increase in the past five years alone. This trend highlights the need for skilled individuals who can effectively oversee the complex financial, legal, and operational aspects of family wealth management. According to recent data, family offices in the UK manage an estimated £1 trillion in assets, underscoring the substantial impact they have on the economy. As such, professionals with a Level 7 Diploma in Family Office Management are well-positioned to capitalize on this growing sector and advance their careers in a lucrative field. The comprehensive curriculum of the OTHM Level 7 Diploma equips learners with the necessary skills to navigate the intricate world of family office management, including investment strategies, risk management, and succession planning. By obtaining this qualification, individuals can enhance their credibility and expertise, making them highly sought after in today's competitive job market.

Who should enrol in OTHM Level 7 Diploma in Family Office Management?

The ideal audience for the OTHM Level 7 Diploma in Family Office Management is professionals seeking to advance their career in the financial sector, specifically in family office management.
This diploma is perfect for individuals looking to enhance their knowledge and skills in wealth management, estate planning, and investment strategies.
With the UK being home to over 10,000 family offices, there is a growing demand for qualified professionals in this field.
Whether you are a financial advisor, accountant, or wealth manager, this diploma will provide you with the expertise needed to excel in the family office industry.