Family Holding Creation and Management Strategies Course
This course equips finance professionals with practical skills to create and manage family holdings effectively. Participants will master tax-efficient structures like trusts and foundations, select optimal jurisdictions, implement governance frameworks with family councils and boards, ensure global compliance under CFC and BEPS rules, and develop succession plans for asset protection and smooth generational transfers. Key focus areas include control mechanisms, risk reduction, optimised distributions, and a clear implementation roadmap to safeguard family wealth long-term.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain practical knowledge on designing and managing efficient family holdings. Cover selection of jurisdictions and legal vehicles, asset transfer structuring, tax planning, estate strategies, governance frameworks, control and voting mechanisms, protection tools, and a detailed step-by-step roadmap for risk minimisation, optimised distributions, and seamless multi-generational succession.
Elevify advantages
Develop skills
- Design tax-efficient family holding structures using trusts, FLPs, and foundations.
- Structure global holdings to ensure compliance with CFC, BEPS, and reporting rules.
- Build strong family governance through councils, boards, and conflict resolution policies.
- Plan succession and asset protection with prenups, transfers, and estate liquidity.
- Follow a step-by-step roadmap for asset transfers, documentation, and ongoing 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.What our students say
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