Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is a UK Ofqual-regulated qualification designed for professionals managing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This advanced diploma provides strategic knowledge in family office operations, wealth preservation, estate planning, inheritance law, philanthropy, and intergenerational wealth transfer. Ideal for wealth managers, financial advisors, and estate planners, the course equips learners with globally recognised skills to manage family governance, legacy planning, and succession strategies within the evolving landscape of private wealth and asset management.
Why Choose this Qualification
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management offers a highly specialised, globally recognised qualification for professionals involved in high-net-worth (HNW) and ultra-high-net-worth (UHNW) wealth structuring, legacy planning, and private wealth advisory. Below are the key reasons to choose this UK-accredited, Ofqual-regulated diploma, enriched with maximum relevant keywords:
- Globally Recognised and Ofqual-Regulated Qualification
The diploma is awarded by Qualifi and regulated by Ofqual (UK), ensuring global credibility, recognition, and acceptance across family office management, private banking, and wealth advisory sectors. - Comprehensive Training in Family Office Operations
Learners gain advanced knowledge in setting up, managing, and governing single-family offices (SFOs) and multi-family offices (MFOs), with insights into investment strategy, risk management, and family governance. - Expertise in Wealth Inheritance and Succession Planning
The qualification covers critical aspects of estate planning, intergenerational wealth transfer, succession law, inheritance tax strategy, and family trust administration for sustainable wealth preservation. - Strategic Advantage for HNW and UHNW Advisory Professionals
Designed for wealth managers, estate planners, fiduciary advisors, private client lawyers, and financial consultants who serve affluent clients and family enterprises. - Curriculum Aligned with Global Private Wealth Needs
The diploma includes philanthropy advisory, fiduciary structures, family constitutions, tax-efficient wealth transfer mechanisms, and ethical wealth stewardship—key to serving HNW clients. - 100% Assignment-Based, Flexible Learning Format
The course offers online and distance learning with assignment-based assessments, making it ideal for working professionals in wealth management, legal, or finance sectors. - Direct Progression to Higher Qualifications
Graduates can advance to Level 8 Diplomas, Doctorate pathways, or MBA programmes in wealth management, family office leadership, or financial planning. - High Demand in Global Wealth Management Market
As global demand for family office services and structured wealth management rises, this diploma offers career opportunities in private banking, investment advisory, trust administration, and estate planning.
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is the ideal qualification for professionals looking to specialise in ultra-high-net-worth family services, intergenerational wealth planning, and elite financial advisory.
Course Overview
Ofqual Regulated Qualification
Course Level: 7
Average Completion Time:
6-24 Months
Study Units: 6 Units
Evidence & Assignment Based
Qualification Structure
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management qualification is structured to provide 120 credits at Level 7 and is regulated by Ofqual (Office of Qualifications and Examinations Regulation, UK).
Mandatory Units
- Introduction to Office Management
- Family Office Portfolio Management
- Family Office Operation and Practice
- Family Office Investment Opportunities and Strategies
- Investments
- Risk Management and Insurance
Who Should Take This Course
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is tailored for professionals and individuals aiming to advance their expertise in high-net-worth wealth advisory, family office governance, and strategic inheritance planning. This Ofqual-regulated UK qualification is ideal for:
- Wealth Management Professionals
Financial advisors, private bankers, and wealth managers seeking to deepen their skills in family wealth structuring, estate planning, and succession management for HNW and UHNW clients. - Family Office Executives and Managers
Professionals currently working in or transitioning into single-family offices (SFOs) or multi-family offices (MFOs) who need advanced knowledge in governance, investment oversight, and wealth sustainability. - Private Client Lawyers and Legal Advisors
Legal professionals advising affluent families on trusts, wills, inheritance law, and estate structuring who wish to gain specialised training in family office operations and intergenerational wealth transfer. - Tax Consultants and Estate Planners
Experts in taxation, inheritance tax planning, and estate strategy who want to offer comprehensive advisory services to high-net-worth families and individuals. - Accountants and Financial Planners
Chartered accountants, certified financial planners (CFPs), and fiduciaries providing family business continuity services, financial legacy solutions, and tax-efficient investment strategies. - Trustees and Fiduciary Professionals
Individuals managing family trusts, foundations, or fiduciary structures requiring practical skills in wealth preservation, risk mitigation, and regulatory compliance. - Investment Advisors and Asset Managers
Professionals guiding family wealth portfolios and private investments, including real estate, private equity, and philanthropy, who seek a structured qualification in family wealth management. - Philanthropy Advisors and Legacy Consultants
Consultants offering strategic giving, impact investment advice, or legacy building services to family offices or charitable family foundations. - Heirs and Family Members Managing Wealth
Next-generation family business successors or heirs who are preparing to take on roles in family office leadership or wealth stewardship.
This qualification is designed for professionals aiming to build or enhance a career in family office services, wealth inheritance management, and HNW private client advisory at the global level.
Course Benefits
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management offers a comprehensive set of benefits, making it an invaluable qualification for professionals seeking to specialize in wealth management, family office services, and estate planning. Here are the key benefits of taking this course:
- Globally Recognized and Ofqual-Regulated
The qualification is Ofqual-regulated (UK), ensuring international recognition and credibility. It is widely accepted by wealth management firms, family offices, and financial institutions, opening doors to career opportunities in the global wealth management and family office sectors. - Advanced Expertise in Wealth Inheritance and Family Governance
Gain in-depth knowledge of wealth transfer strategies, succession planning, trusts and estates, and family office operations. This qualification prepares you for high-level roles in wealth management, focusing on long-term financial security, generational wealth transfer, and family governance. - Pathway to Senior Roles in Family Office and Wealth Management
This diploma acts as a stepping stone to advanced positions in family office management, wealth inheritance consulting, estate planning, and trust management. Graduates are well-equipped to take on senior roles such as family office advisor, estate planner, wealth manager, or succession planning specialist. - Flexible, Assignment-Based Learning
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management uses an assignment-based assessment model, allowing you to learn at your own pace without the pressure of formal exams. This flexible learning structure is ideal for working professionals who wish to balance their studies with career commitments. - Real-World Application of Wealth Management Concepts
The course content is designed to align with real-world business needs, offering practical insights into wealth structuring, inheritance planning, and family governance frameworks. You will be prepared to handle complex challenges related to multi-generational wealth and family office operations. - Career Advancement and International Opportunities
As a globally recognized qualification, this diploma opens doors to high-paying roles in multinational family offices, private wealth management firms, legal consultancies, and financial institutions around the world. It enhances your career prospects in both established markets and emerging wealth sectors. - Comprehensive Coverage of Wealth Management Strategies
The diploma covers key areas such as asset protection, wealth preservation, tax-efficient inheritance planning, and family business succession. You will develop a well-rounded understanding of wealth management practices that focus on both individual and family needs. - Networking and Professional Growth
By completing this qualification, you will become part of an extensive network of professionals in the wealth management and family office sectors. The qualification provides access to career development resources, enhancing your professional growth and opening up new career opportunities. - Enhanced Professional Credibility
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management enhances your professional credibility, demonstrating to employers that you possess the expertise needed to manage complex wealth planning and family governance issues. This qualification elevates your profile for senior roles in wealth management and family office consulting.
Completing the Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management not only provides you with a specialized skill set, but it also sets you apart as a trusted expert in a niche field of finance. Whether you are looking to advance your career in wealth management or transition into family office consulting, this diploma opens the door to high-level roles in a growing global industry. Prepare yourself to manage family wealth, inheritance issues, and succession planning with confidence and expertise, while enhancing your professional credibility in the financial sector.
Eligibility Criteria
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is designed for professionals seeking to specialize in high-level wealth management, estate planning, family office services, and wealth succession strategies. To ensure that candidates have the necessary foundation to succeed in this advanced qualification, the following eligibility criteria apply:
Educational Requirements
Applicants should hold a Level 6 qualification or equivalent, such as a Bachelor’s degree in finance, business, accounting, economics, or related fields. Individuals with substantial professional experience in wealth management or financial services may also be considered.
Professional Experience
While not mandatory, applicants with prior experience in wealth management, estate planning, financial consulting, or family office operations will benefit from the course’s advanced content and are highly encouraged to apply. Relevant experience includes roles such as financial advisor, estate planner, or family office manager.
English Language Proficiency
Since the course content is delivered in English, applicants whose first language is not English should demonstrate a high level of proficiency in the language. This can be shown through qualifications such as IELTS, TOEFL, or equivalent language exams, or through prior academic qualifications in English.
Age Requirement
Applicants should typically be aged 21 or above. The course is aimed at individuals looking to advance their careers, so those with at least some professional experience in finance or wealth management are ideal candidates.
Motivation and Commitment
A genuine interest in wealth inheritance, family governance, succession planning, and asset management is essential. Candidates should be motivated to deepen their knowledge and skills in these areas to pursue high-level roles in wealth management or family office services.
Technical Skills
While prior knowledge of family office management is beneficial, applicants should possess a basic understanding of financial principles, asset management, and wealth structuring. Familiarity with common wealth management software or financial tools can also be an advantage, though not required.
By meeting these eligibility criteria, applicants can ensure they are well-equipped to succeed in the Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management, which provides a comprehensive education in managing complex family wealth structures, inheritance planning, and family office governance.
The Qualification Process
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management provides an advanced, specialized path for professionals looking to enhance their expertise in wealth management, family office operations, and estate planning. The qualification process is designed to ensure a deep understanding of family wealth structures, inheritance strategies, and succession planning. Here’s an overview of the qualification process:
- Application and Admission
To begin the qualification process, candidates must first meet the eligibility criteria, which include having a Level 6 qualification or equivalent, as well as relevant work experience or academic background in wealth management, estate planning, or related fields. After meeting the prerequisites, applicants can submit their application form to the institution offering the Qualifi Level 7 Diploma. - Enrollment and Registration
Upon acceptance into the program, candidates will be officially enrolled and registered in the Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management. You will receive access to course materials, learning resources, and support services, ensuring that you are well-equipped to succeed in your studies. - Assignment-Based Learning
This diploma follows an assignment-based assessment model, meaning there are no formal exams. Instead, candidates are assessed through written assignments, case studies, research projects, and practical applications of the principles learned in the course. The assignment-based structure is ideal for professionals seeking flexible study options without the pressure of exams. - Course Modules and Content
The program consists of several key modules covering topics such as wealth inheritance planning, family office governance, succession planning, asset management strategies, and philanthropy in wealth management. Candidates will explore real-world case studies and engage in comprehensive assignments, ensuring they acquire the practical skills and knowledge needed to succeed in high-level roles in family offices and wealth management. - Continuous Support and Feedback
Throughout the course, students will have access to academic advisors and tutors who provide ongoing support and guidance. Feedback on assignments is provided to help candidates improve their understanding of key concepts and practical applications. This continuous support ensures a personalized learning experience. - Completion and Certification
Upon successful completion of all assignments and course requirements, candidates will be awarded the Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management. This accredited qualification is recognized by universities and employers worldwide, providing you with the credentials to pursue senior roles in wealth management and family office operations. - Progression Opportunities
Graduates of the Qualifi Level 7 Diploma can progress into senior positions such as family office manager, wealth manager, estate planner, or inheritance advisor. The diploma also provides a pathway to further studies, including master’s degree programs or professional certifications in wealth management or financial planning.
The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management equips professionals with the knowledge, expertise, and practical skills required to manage complex wealth structures and ensure successful wealth succession across generations.
