Family Holding Creation and Management Strategies Course
Master family holding creation with practical tools for tax efficiency, asset protection, governance, and succession. Learn structures, jurisdictions, and implementation steps to safeguard wealth and control across generations as a finance professional.

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 the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

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