RQF Level 7 Family Office Management Course

Thursday, 12 February 2026 19:41:49

International Students can apply

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RQF Level 7 Family Office Management Course

Overview

RQF Level 7 Family Office Management Course

This advanced course is designed for experienced professionals in the finance and wealth management industry who are looking to specialize in managing family offices. Covering topics such as estate planning, tax strategies, and investment management, this program equips learners with the skills needed to effectively oversee the financial affairs of high-net-worth families. Gain a competitive edge in this niche field and enhance your career prospects with our comprehensive curriculum. Take the next step towards becoming a sought-after family office manager by enrolling in this prestigious course today!

Embark on a transformative journey with our RQF Level 7 Family Office Management Course designed to elevate your expertise in wealth management and financial planning. Gain a comprehensive understanding of family office structures, investment strategies, and estate planning to cater to the unique needs of high-net-worth individuals. Our program offers hands-on experience through case studies and industry projects, preparing you for a successful career in private wealth management or as a family office executive. Elevate your professional profile with this prestigious qualification and unlock lucrative opportunities in the competitive financial services sector. Enroll now to secure your future in the world of wealth 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

• Strategic Management in Family Offices
• Wealth Management and Investment Strategies
• Governance and Risk Management in Family Offices
• Tax Planning and Compliance for High Net Worth Individuals
• Estate Planning and Wealth Transfer
• Philanthropy and Social Impact Investing
• Family Dynamics and Communication
• Legal and Regulatory Framework for Family Offices
• Technology and Innovation in Family Office Operations
• Case Studies and Practical Applications 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 Responsible for overseeing the operations and strategic direction of a family office, managing investments, estate planning, and financial services.
Wealth Advisor Provide comprehensive financial planning and investment advice to high-net-worth individuals and families.
Private Client Relationship Manager Build and maintain relationships with high-net-worth clients, offering personalized financial solutions and services.
Estate Planning Specialist Assist families in creating and implementing strategies to preserve and transfer wealth across generations.
Investment Analyst Conduct research and analysis on investment opportunities, providing recommendations to optimize portfolio performance.

Key facts about RQF Level 7 Family Office Management Course

The RQF Level 7 Family Office Management Course is designed to equip professionals with advanced knowledge and skills in managing family offices. Participants will gain a deep understanding of wealth management, estate planning, and governance structures specific to family offices. The course also covers investment strategies, risk management, and regulatory compliance within the context of family wealth management.
This course typically spans over a period of 6 to 12 months, depending on the institution offering the program. It involves a combination of lectures, case studies, and practical exercises to enhance participants' learning experience. The curriculum is designed to be comprehensive and practical, ensuring that graduates are well-prepared to navigate the complexities of managing family wealth effectively.
The RQF Level 7 Family Office Management Course is highly relevant to professionals working in the wealth management industry, particularly those involved in managing family assets. Graduates of this program can pursue careers as family office managers, wealth advisors, or estate planners in various financial institutions, private banks, or family offices. The course provides a competitive edge in the industry by offering specialized knowledge and skills tailored to the unique needs of affluent families.
Overall, the RQF Level 7 Family Office Management Course offers a valuable opportunity for professionals to enhance their expertise in managing family wealth effectively. With a focus on practical skills and industry-specific knowledge, this program equips participants with the tools needed to succeed in the dynamic field of family office management.

Why this course?

The RQF Level 7 Family Office Management Course holds significant importance in today's market, especially in the UK where the demand for skilled professionals in the family office sector is on the rise. According to recent statistics, the number of family offices in the UK has been steadily increasing, with a 25% growth in the past five years alone. This growth has created a need for individuals with specialized knowledge and expertise in managing family wealth and assets. The Family Office Management Course at RQF Level 7 provides learners with advanced skills and knowledge in areas such as financial planning, investment management, tax optimization, and estate planning. These are essential skills for professionals working in family offices, as they are responsible for managing complex financial portfolios and ensuring the long-term financial success of their clients. By completing this course, professionals can enhance their career prospects and stay ahead of the competition in the rapidly evolving family office industry. The practical skills and knowledge gained from this course are highly sought after by employers, making graduates of the program valuable assets in today's competitive job market.

Who should enrol in RQF Level 7 Family Office Management Course?

The ideal audience for the RQF Level 7 Family Office Management Course includes professionals seeking advanced knowledge in family office operations and wealth management.
This course is perfect for individuals looking to enhance their skills in financial planning, investment strategies, and estate management.
With the UK being home to over 10,000 family offices, there is a growing demand for qualified professionals in this field.
Whether you are a financial advisor, accountant, or wealth manager, this course will provide you with the expertise needed to excel in the family office industry.