Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management
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.
What you'll learn
- Introduction to Office Management
- Family Office Portfolio Management
- Family Office Operation and Practice
- Family Office Investment Opportunities and Strategies
- Investments
- Risk Management and Insurance
Delivered through flexible learning pathways, often online and assignment-based, this diploma is ideal for working professionals seeking to advance into senior advisory, consultancy, or family office management roles. It also serves as a strong academic progression route toward Level 8 qualifications or postgraduate degrees in finance, business, or wealth management.
Overall, this qualification is tailored for those who want to specialize in one of the most exclusive and fast-growing areas of global finance—family office and inheritance wealth management.
- Postgraduate Level 7 qualification in family wealth and inheritance management
- Focus on high-net-worth family office and asset management
- Covers investment, succession planning, and estate strategies
- Assignment-based assessment with practical learning approach
- Flexible study options with strong career progression opportunities
- Wealth managers & financial advisors
- Family office professionals
- Estate planners & tax consultants
- Legal advisors & trust officers
- Business owners managing family wealth
- Finance professionals seeking specialization
- Level 6 qualification (or bachelor’s degree) OR relevant experience
- Age 19+ (sometimes 21+ depending on centre)
- English proficiency (e.g., IELTS 6.0 for international learners)
- 3 Sections
- 15 Lessons
- 120 Hours
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The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management stands out as a highly specialized and forward-thinking qualification for professionals aiming to excel in the complex world of high-net-worth wealth management. This program goes beyond traditional finance courses by integrating investment strategy, estate planning, tax efficiency, and family governance into a single, cohesive framework.
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