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Family Holding Creation and Management Strategies Course

Family Holding Creation and Management Strategies Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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