Qualifi Level 7 Family Office and Wealth Inheritance Management course online

Wednesday, 18 February 2026 22:47:26

International Students can apply

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Qualifi Level 7 Family Office and Wealth Inheritance Management course online

Overview

Discover the Qualifi Level 7 Family Office and Wealth Inheritance Management course online, designed for professionals seeking advanced knowledge in managing family wealth and inheritance. This comprehensive program covers key topics such as estate planning, tax strategies, and intergenerational wealth transfer. Ideal for financial advisors, estate planners, and family office professionals looking to enhance their expertise in wealth management. Gain valuable insights and skills to navigate complex family dynamics and preserve wealth for future generations. Take your career to the next level with this specialized course. Enroll now and unlock new opportunities in the field of family office and wealth management.

Elevate your career with Qualifi Level 7 Family Office and Wealth Inheritance Management course online. This comprehensive program equips you with advanced knowledge in managing family wealth, succession planning, and estate management. Gain practical skills to navigate complex financial landscapes and ensure the smooth transfer of assets across generations. With a focus on ethical practices and strategic decision-making, you'll be prepared for lucrative roles in family offices, private banks, and wealth management firms. Stand out in the competitive finance industry with this specialized qualification. Enroll now to secure your future in wealth inheritance management. (23)

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 Office and Wealth Inheritance Management
• Understanding the Role of a Family Office
• Wealth Preservation Strategies
• Estate Planning and Trusts
• Tax Planning and Compliance
• Investment Management for High Net Worth Individuals
• Risk Management and Insurance
• Philanthropy and Social Responsibility
• Governance and Succession Planning
• 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

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+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Family Office Manager Oversee the financial affairs of high-net-worth families, including investment management, estate planning, and tax optimization.
Wealth Inheritance Advisor Provide guidance on transferring wealth to future generations, minimizing tax implications, and ensuring long-term financial security.
Private Client Relationship Manager Build and maintain relationships with affluent clients, offering personalized financial advice and tailored wealth management solutions.
Estate Planning Consultant Assist clients in creating comprehensive estate plans, including wills, trusts, and charitable giving strategies.
Investment Analyst Conduct research and analysis to identify investment opportunities that align with the financial goals and risk tolerance of clients.

Key facts about Qualifi Level 7 Family Office and Wealth Inheritance Management course online

Qualifi Level 7 Family Office and Wealth Inheritance Management course online is designed to equip learners with the knowledge and skills needed to excel in the field of family office and wealth inheritance management. The course covers a wide range of topics, including estate planning, tax strategies, investment management, and risk assessment.
Upon completion of the course, students will be able to effectively manage family wealth, develop comprehensive financial plans, and navigate complex legal and regulatory frameworks. They will also gain a deep understanding of the unique challenges and opportunities associated with wealth inheritance and family office management.
The duration of the Qualifi Level 7 Family Office and Wealth Inheritance Management course online typically ranges from 6 to 12 months, depending on the pace of study and individual learning preferences. The course is delivered through a blend of online lectures, case studies, and interactive assignments, allowing students to learn at their own convenience.
This course is highly relevant to professionals working in the finance, wealth management, and legal sectors, as well as individuals looking to enhance their knowledge and expertise in family office and wealth inheritance management. Graduates of the course will be well-equipped to pursue careers as family office managers, wealth advisors, estate planners, and financial consultants in a variety of settings.

Why this course?

The Qualifi Level 7 Family Office and Wealth Inheritance Management course online holds significant importance in today's market, especially in the UK where wealth management is a growing industry. According to recent statistics, the total net worth of individuals in the UK reached £14.6 trillion in 2020, highlighting the need for professionals with specialized knowledge in managing family wealth and inheritance. The course provides learners with essential skills and knowledge to navigate the complexities of family office management, estate planning, and wealth transfer strategies. With the increasing number of high-net-worth individuals seeking expert advice on preserving and growing their wealth, professionals with expertise in wealth inheritance management are in high demand. By enrolling in this course, individuals can stay ahead of current trends in the industry and meet the growing needs of affluent clients. The comprehensive curriculum covers topics such as tax planning, investment management, and succession planning, equipping learners with the tools to provide tailored solutions to their clients. Overall, the Qualifi Level 7 Family Office and Wealth Inheritance Management course online is a valuable asset for professionals looking to advance their careers in the competitive field of wealth management in the UK.
UK Wealth Statistics 2020
Total Net Worth £14.6 trillion

Who should enrol in Qualifi Level 7 Family Office and Wealth Inheritance Management course online?

The ideal audience for the Qualifi Level 7 Family Office and Wealth Inheritance Management course online are individuals seeking to enhance their knowledge and skills in managing family wealth and inheritance.
This course is perfect for professionals working in the financial sector, such as financial advisors, wealth managers, and estate planners, who want to specialize in family office and inheritance management.
With the UK having over 2.4 million high net worth individuals, there is a growing demand for experts in family office and wealth inheritance management to cater to their unique needs and preferences.
Whether you are looking to advance your career or start a new venture in the financial industry, this course will provide you with the necessary skills and knowledge to excel in this specialized field.