Family Holding Creation and Management Strategies Course
This course equips participants with practical strategies for creating and managing family holdings, covering legal structures, tax optimization, governance, and succession planning to ensure long-term family wealth preservation.

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 workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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