Masterclass Certificate in Estate Planning & Family Office Management

Name: Masterclass Certificate in Estate Planning & Family Office Management
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The Masterclass Certificate in Estate Planning & Family Office Management is a comprehensive course that equips learners with the essential skills needed to thrive in the wealth management industry. This course is designed to provide a deep understanding of estate planning, family office management, and wealth preservation strategies.

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AboutThisCourse

In today's world, there is an increasing demand for professionals who can help high net worth individuals and families manage their wealth and plan for the future. This course is important for anyone looking to advance their career in estate planning, wealth management, or family office management. By the end of this course, learners will have gained a solid understanding of estate planning principles, tax strategies, family office operations, and wealth management best practices. They will be equipped with the skills needed to provide expert advice to clients and help them achieve their financial goals. This course is a valuable investment in one's career and offers a pathway to exciting and rewarding opportunities in the wealth management industry.

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CourseDetails

• Estate Planning Fundamentals
• Wills and Trusts
• Estate and Gift Taxation
• Generation-Skipping Transfer Tax
• Estate Planning for Non-Traditional Families
• Family Office Operations
• Investment Management in Family Offices
• Tax Planning and Compliance for Family Offices
• Family Governance and Succession Planning
• Risk Management in Family Offices

CareerPath

EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

NoPriorQualifications

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ComplementaryFormalQualifications

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FastTrack GBP £140

CompleteInOneMonth

AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

CompleteInTwoMonths

FlexibleLearningPace

TwoThreeHoursPerWeek
RegularCertificateDelivery
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FullCourseAccess
DigitalCertificate
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MASTERCLASS CERTIFICATE IN ESTATE PLANNING & FAMILY OFFICE MANAGEMENT

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London School of International Business (LSIB)

AwardedOn

05 May 2025

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