OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management

Wednesday, 18 February 2026 11:22:17

International Students can apply

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OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management

Overview

The OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management is designed for professionals seeking advanced knowledge in managing family wealth and inheritance. This program focuses on
strategies for preserving and growing family assets, succession planning, and wealth transfer.
It caters to individuals working in family offices, financial advisory firms, and estate planning departments.
By completing this diploma, learners will enhance their expertise in wealth management and be equipped to provide comprehensive solutions to high-net-worth clients.
Take the next step in your career and enroll in this prestigious program today!

Embark on a transformative journey with the OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management. This comprehensive program equips you with the skills and knowledge to navigate the complex world of family offices and wealth management. Gain insights into wealth preservation, succession planning, and investment strategies to secure your family's financial future. With a focus on ethical practices and sustainable wealth management, this course sets you apart in the competitive finance industry. Unlock lucrative career prospects as a wealth manager, family office advisor, or financial consultant. Elevate your expertise and make a lasting impact with this prestigious qualification. (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

• Family Office Governance and Operations
• Wealth Inheritance Planning and Management
• Investment Strategies for Family Offices
• Taxation and Legal Aspects of Wealth Management
• Risk Management and Compliance in Family Offices
• Ethical and Professional Standards in Wealth Management
• Strategic Leadership and Change Management in Family Offices
• Financial Reporting and Analysis for Family Offices
• Estate Planning and Philanthropy for High Net Worth Individuals
• Technology and Innovation in Family Office Management

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

Family Office Manager Oversee the operations of a family office, managing wealth, investments, and estate planning for high-net-worth individuals.
Wealth Inheritance Advisor Provide strategic advice on wealth transfer, inheritance planning, and tax optimization to clients.
Financial Analyst for Family Offices Analyze financial data, conduct market research, and create investment strategies tailored to family office clients.
Estate Planning Consultant Assist clients in structuring their estates, minimizing tax liabilities, and ensuring smooth wealth transfer to future generations.
Private Wealth Manager Manage the financial affairs of high-net-worth individuals, including investment management, risk assessment, and financial planning.

Key facts about OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management

The OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management is designed to equip individuals with the knowledge and skills required to effectively manage family offices and wealth inheritance. The program focuses on areas such as financial planning, investment management, estate planning, and risk management within the context of family wealth. Students will develop a deep understanding of the complexities involved in managing family wealth and inheritance, including legal and tax considerations, intergenerational wealth transfer, and governance structures. They will also learn how to create and implement strategies to preserve and grow family wealth over time. The duration of the program typically ranges from 6 to 12 months, depending on the mode of study and individual pace. The course is delivered through a blend of online learning materials, webinars, and assignments, allowing students to study at their own convenience while receiving support from experienced tutors. The OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management is highly relevant to professionals working in the wealth management, financial planning, and estate planning sectors. Graduates of this program will be well-equipped to pursue careers as family office managers, wealth advisors, estate planners, or financial consultants, helping families navigate the complexities of managing and preserving their wealth for future generations.

Why this course?

The OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management holds significant importance in today's market, especially in the UK where the wealth management sector is rapidly growing. According to recent statistics, the total net worth of individuals in the UK reached £14.6 trillion in 2020, highlighting the need for skilled professionals in managing family offices and wealth inheritance. This diploma program equips learners with the necessary knowledge and skills to navigate the complexities of family wealth management, including estate planning, tax strategies, investment management, and succession planning. With the increasing number of high-net-worth individuals seeking specialized services for managing their wealth, professionals with expertise in family office and wealth inheritance management are in high demand. By completing this diploma, individuals can enhance their career prospects and gain a competitive edge in the wealth management industry. The comprehensive curriculum covers current trends and industry best practices, ensuring that graduates are well-prepared to meet the evolving needs of affluent clients. Overall, the OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management is a valuable qualification that can open doors to lucrative career opportunities in the thriving wealth management sector.
UK Wealth Statistics 2020
Total Net Worth £14.6 trillion

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

The ideal audience for the OTHM Level 7 Diploma in Family Office and Wealth Inheritance Management are individuals seeking to advance their career in wealth management, family office operations, and inheritance planning.
This diploma is perfect for professionals looking to enhance their knowledge and skills in managing high-net-worth clients and their assets.
With the UK being home to over 45,000 high-net-worth individuals, there is a growing demand for experts in family office and wealth inheritance management.
Whether you are a financial advisor, estate planner, or wealth manager, this diploma will provide you with the expertise needed to excel in the field.