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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?

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.
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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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