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Family Holding Creation and Management Strategies Course

Family Holding Creation and Management Strategies Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This short, practical course shows you how to design and manage an efficient family holding, from choosing the right jurisdiction and legal vehicle to structuring asset transfers, tax planning, and estate strategies. Learn governance frameworks, control and voting structures, protection tools, and a step-by-step implementation roadmap to reduce risk, optimize distributions, and support smooth succession across generations.

Elevify advantages

Develop skills

  • Design tax-efficient family holding structures: trusts, FLPs, and foundations.
  • Structure global holdings for compliance: CFC, BEPS, and reporting rules.
  • Build robust family governance: councils, boards, and conflict policies.
  • Plan succession and asset protection: prenups, transfers, and estate liquidity.
  • Execute a step-by-step roadmap: asset transfers, documentation, and monitoring.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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