Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management

The Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management is an Ofqual-regulated postgraduate qualification (120 credits). Designed for wealth managers, estate planners, and family office executives, this program provides an advanced technical understanding of managing high-net-worth generational wealth. The curriculum consists of six mandatory units—including Family Office Operation and Practice, Investment Strategies, and Risk Management—focused on navigating complex family dynamics, tax optimization, and wealth preservation. Enrollment typically requires a Level 6 qualification or substantial management experience, and the assignment-based assessment allows professionals to complete the diploma in 6 to 12 months

Send Inquiry

Your inquiry will be sent directly to the institute. A copy will also be emailed to you for your records.