Family Holding Creation and Management Strategies Course
This course equips finance professionals with practical skills to create and manage family holdings effectively. Learners master tax-efficient structures, optimal jurisdictions, asset protection tools, governance frameworks, and succession planning. Key topics include legal vehicles, compliance with global rules like CFC and BEPS, family councils, voting controls, and a clear implementation roadmap to minimise risks, optimise distributions, and ensure smooth generational wealth transfer.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain practical knowledge on building and running efficient family holdings. Cover selecting jurisdictions and legal structures, asset transfers, tax strategies, estate planning, governance setups, control mechanisms, protection strategies, and a detailed step-by-step guide to lower risks, improve distributions, and enable seamless succession for future generations.
Elevify advantages
Develop skills
- Design tax-efficient family holding structures using trusts, FLPs, and foundations.
- Structure global holdings to meet compliance rules like CFC, BEPS, and reporting.
- Build strong family governance with councils, boards, and conflict policies.
- Plan succession and asset protection via prenups, transfers, and estate liquidity.
- Follow a step-by-step roadmap for 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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