The aim of the QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management is to provide learners with an advanced understanding of the emerging Family Office sector, a crucial growth area for the wealth-management industry worldwide.

The aims are for learners to:

• Develop a deep understanding of the unique challenges and opportunities associated with managing family wealth over multiple generations.
• Understand the technical knowledge and skills needed to effectively manage family wealth, including investment management, risk management, financial planning, and tax planning.
• Learn about the various types of family offices and the different services they can provide, including investment management, financial planning, tax planning, legal services, and philanthropic planning.
• Gain insights into the legal and regulatory frameworks that govern family office operations and the transfer of wealth between generations.
• Build a strong network of professional contacts in the family office and wealth management industries, including advisors, investment managers, and other professionals who can help support family office operations.
• Develop the critical thinking and problem-solving skills needed to navigate complex family office and wealth management challenges, including conflicts between family members, changing market conditions, and shifting regulatory environments.
• Understanding the role of family governance and family dynamics in wealth management, and developing the skills needed to effectively navigate these issues within the context of a family office setting.

The qualification is not intended to be a licence to offer financial advice. Learners should seek further certification in this case.

Successful completion of the QUALIFI Level 7 Diploma in Family Office and Wealth Inheritance Management provides learners with the opportunity to progress to further study or employment.