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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?

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.
Workload: between 4 and 360 hours

What our students say

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

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