OTHM Level 7 Diploma in Family Office and Wealth Management

Monday, 15 December 2025 02:02:56

International Students can apply

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OTHM Level 7 Diploma in Family Office and Wealth Management

Overview

The OTHM Level 7 Diploma in Family Office and Wealth Management is designed for professionals seeking advanced knowledge in managing family wealth and assets. This program covers key topics such as investment strategies, risk management, and succession planning tailored for high-net-worth individuals and family offices. Participants will gain practical skills to navigate complex financial landscapes and provide comprehensive wealth management solutions. Whether you are a financial advisor, wealth manager, or family office executive, this diploma will enhance your expertise and credibility in the field. Take the next step in advancing 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 Management. This comprehensive program equips you with advanced knowledge and skills to excel in the dynamic world of wealth management and family office operations. Gain insights into investment strategies, tax planning, estate management, and more. The course offers a blend of theoretical concepts and practical applications, preparing you for lucrative career opportunities in prestigious financial institutions and private wealth management firms. Elevate your professional profile and unlock a world of possibilities with this prestigious qualification. Enroll now to secure your future in the realm of wealth and family office management. (84)

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 and Wealth Management Principles
• Strategic Wealth Management
• Investment Management
• Risk Management and Compliance
• Tax Planning and Management
• Estate Planning and Management
• Family Governance and Succession Planning
• Alternative Investments
• Ethical and Professional Standards in Wealth Management
• Research Methods for Family Office and Wealth 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 Responsible for overseeing the operations and strategic direction of a family office, managing wealth, investments, and estate planning.
Wealth Management Advisor Provides financial advice and investment strategies to high-net-worth individuals and families to help them grow and protect their wealth.
Private Client Relationship Manager Builds and maintains relationships with high-net-worth clients, understanding their financial goals and providing tailored wealth management solutions.
Estate Planning Specialist Assists clients in creating comprehensive estate plans to ensure the smooth transfer of assets to future generations while minimizing tax implications.
Investment Analyst Conducts research and analysis on financial markets and investment opportunities to make informed recommendations for wealth management strategies.

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

The OTHM Level 7 Diploma in Family Office and Wealth Management is designed to equip individuals with the knowledge and skills required to work effectively in the family office and wealth management sector. The program focuses on developing a deep understanding of family office operations, wealth management strategies, and financial planning.
Participants will learn how to analyze and evaluate investment opportunities, manage risks, and provide tailored financial solutions to high-net-worth clients. The course also covers topics such as estate planning, tax management, and regulatory compliance in the context of family offices.
The duration of the OTHM Level 7 Diploma in Family Office and Wealth 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 students to study at their own convenience.
This diploma is highly relevant to professionals seeking to advance their careers in family office management, wealth advisory, or private banking. Graduates of this program will be well-equipped to pursue roles such as family office manager, wealth advisor, investment analyst, or financial planner in the competitive wealth management industry.

Why this course?

The OTHM Level 7 Diploma in Family Office and Wealth Management holds immense significance in today's market, especially in the UK where the wealth management sector is rapidly growing. According to recent statistics, the total wealth held in the UK reached £12.8 trillion in 2020, with a significant portion managed by family offices. This highlights the increasing demand for skilled professionals in the field of wealth management and family office services. The OTHM Level 7 Diploma equips learners with advanced knowledge and skills required to excel in this competitive industry. With a focus on areas such as investment management, estate planning, and risk management, this qualification prepares individuals to navigate the complexities of managing high-net-worth clients' assets effectively. In today's market, where clients are seeking personalized and comprehensive wealth management solutions, professionals with a deep understanding of family office dynamics are in high demand. The OTHM Level 7 Diploma not only enhances career prospects but also enables individuals to meet the evolving needs of affluent clients in the UK and beyond. By obtaining this qualification, learners can position themselves as valuable assets in the wealth management sector and contribute to the growth and success of family offices.
UK Wealth Statistics 2020
Total Wealth £12.8 trillion

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

The ideal audience for the OTHM Level 7 Diploma in Family Office and Wealth Management are professionals seeking to advance their career in the financial sector.
This diploma is perfect for individuals looking to specialize in family office management, wealth preservation, and investment strategies.
With the UK being a hub for financial services, this qualification is highly relevant for those aiming to excel in the competitive industry.