Part time Level 7 Family Office and Wealth Inheritance course

Monday, 16 February 2026 06:01:10

International Students can apply

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Part time Level 7 Family Office and Wealth Inheritance course

Overview

Part-time Level 7 Family Office and Wealth Inheritance Course

Designed for professionals in finance, law, and wealth management, this course delves into the complexities of family office operations and wealth inheritance strategies. Gain insights into tax planning, estate management, and intergenerational wealth transfer. Enhance your skills in advising high-net-worth clients and navigating intricate family dynamics. Elevate your career with practical knowledge and networking opportunities in the wealth management industry.

Ready to take your expertise to the next level? Enroll now and unlock new possibilities in the world of family offices and wealth inheritance.

Embark on a transformative journey with our Part-time Level 7 Family Office and Wealth Inheritance course. Gain a deep understanding of managing family wealth, succession planning, and investment strategies. This comprehensive program equips you with the skills needed to thrive in the competitive world of family offices. Enhance your career prospects with specialized knowledge in wealth management and estate planning. Our expert instructors will guide you through real-world case studies and practical exercises, ensuring you are well-prepared for the challenges ahead. Join us and unlock a world of opportunities in the lucrative field of family office management. (13)

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

• Introduction to Family Offices
• Wealth Management Strategies
• Estate Planning and Wealth Transfer
• Tax Planning for High Net Worth Individuals
• Investment Management for Family Offices
• Risk Management and Insurance
• Philanthropy and Social Impact Investing
• Governance and Succession Planning
• Legal and Regulatory Considerations
• Case Studies and Practical Applications

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

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 day-to-day operations of a family office, managing investments, financial planning, and estate planning for high-net-worth individuals.
Wealth Inheritance Advisor Provide guidance and advice to families on how to preserve and transfer wealth to future generations, including tax planning and asset protection strategies.
Private Client Relationship Manager Build and maintain relationships with high-net-worth clients, understanding their financial goals and providing tailored wealth management solutions.
Estate Planning Consultant Assist clients in creating comprehensive estate plans, including wills, trusts, and other legal documents to ensure the smooth transfer of assets to heirs.
Financial Analyst Conduct in-depth financial analysis and research to support investment decisions and wealth management strategies for high-net-worth individuals and families.

Key facts about Part time Level 7 Family Office and Wealth Inheritance course

The Part-time Level 7 Family Office and Wealth Inheritance course is designed to equip participants with the knowledge and skills needed to effectively manage family wealth and inheritance.
The learning outcomes of this course include understanding the principles of family office management, wealth preservation strategies, succession planning, and estate management.
Participants will also learn about investment management, tax planning, and risk management in the context of family wealth.
The course duration is typically 6 months to 1 year, depending on the institution offering the program.
This course is highly relevant to individuals working in family offices, wealth management firms, estate planning firms, and financial advisory firms.
It is also beneficial for individuals looking to start their own family office or those interested in a career in wealth management and inheritance planning.
Overall, the Part-time Level 7 Family Office and Wealth Inheritance course provides a comprehensive understanding of managing family wealth and inheritance in today's complex financial landscape.

Why this course?

The Part-time Level 7 Family Office and Wealth Inheritance course holds significant importance in today's market, especially in the UK where the wealth management industry is rapidly growing. According to recent statistics, the number of high-net-worth individuals in the UK has been steadily increasing, with a 6% rise in the past year alone. This trend highlights the need for skilled professionals who can effectively manage family offices and wealth inheritance. The course provides learners with essential knowledge and skills to navigate the complexities of family office management, including investment strategies, tax planning, and succession planning. In a competitive market where clients demand personalized and comprehensive wealth management services, professionals with expertise in family office and wealth inheritance are highly sought after. By enrolling in this course, individuals can stay ahead of industry trends and meet the evolving needs of affluent clients. The practical insights and hands-on experience offered in the course equip learners with the tools to excel in their careers and make a meaningful impact in the wealth management sector. With the demand for skilled professionals in family office management on the rise, this course is a valuable investment for those looking to advance their careers in the industry.
High-Net-Worth Individuals in the UK 6% increase in the past year

Who should enrol in Part time Level 7 Family Office and Wealth Inheritance course?

Ideal Audience for Part-time Level 7 Family Office and Wealth Inheritance Course | Audience | Description | |----------|-------------| | Professionals | Individuals seeking to advance their career in family office management and wealth inheritance planning. | | Wealth Managers | Those looking to enhance their expertise in managing high-net-worth clients and their assets. | | Financial Advisors | Professionals aiming to specialize in providing tailored financial advice to affluent families. | | Inheritance Planners | Individuals interested in helping families navigate the complexities of wealth transfer and estate planning. | With the increasing demand for skilled professionals in the family office and wealth management sector, this part-time Level 7 course is ideal for those looking to excel in this competitive industry. In the UK alone, the number of high-net-worth individuals has been steadily rising, creating a growing need for experts in family office services and wealth inheritance planning. Whether you are a seasoned professional or just starting your career, this course will provide you with the knowledge and skills needed to succeed in this dynamic field.