OTHM Level 7 Family Office Management

Sunday, 15 February 2026 04:35:34

International Students can apply

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OTHM Level 7 Family Office Management

Overview

OTHM Level 7 Family Office Management is a comprehensive program designed for professionals seeking to enhance their skills in managing family wealth and assets. This course covers key topics such as financial planning, investment management, and estate planning, tailored specifically for family offices.

Targeted towards experienced wealth managers, financial advisors, and family office executives, this qualification equips learners with the knowledge and expertise needed to navigate the complexities of managing high-net-worth individuals' finances.

Take your career to the next level with OTHM Level 7 Family Office Management and unlock new opportunities in the wealth management industry.

Embark on a transformative journey with OTHM Level 7 Family Office Management and unlock a world of opportunities in the dynamic field of wealth management. This comprehensive course equips you with the skills and knowledge needed to excel in overseeing the financial affairs of high-net-worth families. Gain a deep understanding of investment strategies, tax planning, and estate management to become a sought-after professional in the industry. With a Level 7 qualification, you'll stand out in the competitive job market and secure lucrative positions in prestigious family offices worldwide. Elevate your career prospects and make a lasting impact with this prestigious program. (14)

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
• Investment Management and Portfolio Construction
• Estate Planning and Philanthropy
• Leadership and Communication in Family Office
• Legal and Regulatory Framework for Family Office
• 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

Career Opportunity Description
Family Office Manager Responsible for overseeing the day-to-day operations of a family office, including financial management, estate planning, and investment strategies.
Wealth Advisor Provide comprehensive financial planning and investment advice to high-net-worth individuals and families, helping them achieve their financial goals.
Private Client Relationship Manager Build and maintain relationships with high-net-worth clients, understanding their financial needs and providing tailored solutions to meet their objectives.
Trust Officer Manage trusts and estates on behalf of clients, ensuring compliance with legal requirements and maximizing wealth preservation and transfer.
Investment Analyst Analyze financial data and market trends to make informed investment decisions on behalf of clients, optimizing portfolio performance and risk management.

Key facts about OTHM Level 7 Family Office Management

The OTHM Level 7 Family Office Management program is designed to equip students with the knowledge and skills required to effectively manage family offices. The course covers various aspects of family office management, including wealth management, estate planning, and governance structures.
Students will learn how to develop and implement strategies to meet the unique needs of high-net-worth families, ensuring the preservation and growth of their wealth over generations. The program also focuses on risk management, compliance, and ethical considerations in family office operations.
The duration of the OTHM Level 7 Family Office Management course typically ranges from 6 to 12 months, depending on the mode of study and individual pace. Students can choose to study full-time or part-time, making it flexible for working professionals looking to enhance their skills in family office management.
This qualification is highly relevant to professionals working in the wealth management, financial services, and private banking sectors. Graduates of the program can pursue careers as family office managers, wealth advisors, trust officers, or estate planners in various organizations catering to high-net-worth individuals and families.
Overall, the OTHM Level 7 Family Office Management program provides a comprehensive understanding of the complexities involved in managing family wealth and offers practical insights into the best practices and strategies for successful family office operations.

Why this course?

The OTHM Level 7 Family Office Management qualification holds significant importance in today's market, especially in the UK where the demand for skilled professionals in the wealth management sector is on the rise. According to recent statistics, the number of family offices in the UK has been steadily increasing, with a 10% growth in the past year alone. This trend highlights the need for individuals with specialized knowledge and expertise in managing the complex financial affairs of high-net-worth families. The OTHM Level 7 Family Office Management program equips learners with the necessary skills to navigate the intricate world of family office operations, including investment management, estate planning, tax strategies, and risk management. By completing this qualification, professionals can enhance their career prospects and meet the growing demand for qualified family office managers in the UK market. In a competitive industry where personalized financial services are paramount, the OTHM Level 7 Family Office Management certification sets individuals apart by demonstrating their proficiency in catering to the unique needs of affluent clients. With a focus on practical skills and industry-relevant knowledge, this qualification is essential for those looking to excel in the dynamic field of family office management. | Number of Family Offices in the UK | 500 | | Growth Rate in the Past Year | 10% |

Who should enrol in OTHM Level 7 Family Office Management?

| Ideal Audience for OTHM Level 7 Family Office Management | |----------------------------------------------------------| | Prospective Learners who are seeking advanced education in Family Office Management, particularly those with a background in finance, wealth management, or business administration. This course is perfect for individuals looking to enhance their skills and knowledge in managing family wealth, investments, and estate planning. With a focus on strategic decision-making and risk management, this qualification is ideal for professionals aiming to excel in the competitive financial industry. In the UK, where family offices are on the rise, this course provides valuable insights and practical tools for success in this growing sector. | CSS Styling: table { border-collapse: collapse; } table, th, td { border: 1px solid black; }