Certificate for Family Office Practitioner – Succession and Wealth Transfer

Programme Overview

The Certificate for Family Office Practitioner – Succession and Wealth Transfer is one of the modules for our signature programme – “Certified Family Office Practitioner”, which is devised to provide the skill set for those who are aspiring practitioners for the Family Office, and to provide a comprehensive understanding of the Family office perspectives, internal dynamics and structural setup.


The programme has been structured to cover a range of essential topics that form the core of a successful Family Office practitioner’s skill set. This stackable approach allows participants to complete the programme at their own pace, giving them the flexibility to balance their learning with their other professional commitments.


The Certificate for Family Office Practitioner – Succession and Wealth Transfer ​introduces the concepts around succession and the transfer of wealth from generation to generation and provides an overview of common approaches and practices worldwide.


Participants will learn about the various wealth planning tools and solutions typically relevant to the ultra-high net worth segment and understand how each of these may be used effectively. Participants will also learn about common challenges families face, especially where they are multi-jurisdictional and multi-generational and what these families need to consider when thinking about succession.  Participants will also learn to identify best practices for managing private family wealth, risks associated with succession planning, and approaches to initiating wealth transfer discussions with the Family.


The Wealthy Family’s Approach to Succession and Wealth Transfer

  • Overview of common challenges and considerations of families of wealth in succession and wealth transfer​
  • Creating a multi-generational wealth management structure ​
  • Creating a structure to preserve and transfer not just family wealth but also values and heritage​


Introduction to Wealth Planning Products and Solutions

  • Overview of common wealth planning products and solutions such as Trusts​
  • Overview of wealth planning laws and regulations​
  • Understanding Tax planning: Tax Residency, Cross border taxation​
  • Application of wealth transfer with trusts​


Total: 8 CPD hours (1 day)


Learning Outcomes

  • Articulate what are the common wealth planning and transfer products and solutions​
  • Advise on success and wealth transfer taking into multi-jurisdictional tax and legal issues​
  • Facilitate the planning process for succession and wealth transfer with a family and assist in the implementation of proposed tools and structures​
  • Perform periodic reviews  for the family in the context of alignment to the family’s objectives and needs

Download programme brochure

Who Should Attend

Individuals with more than 3 years of relevant experience and had demonstrated applied knowledge in the various functions within the family office segment

  • Multi and Single Family Office Representatives
  • Wealth Planning Professionals
  • Private Bankers and Client Relationship Managers handling UHNW and Family Office segment
  • Family Trust Consultants
  • Private Client Practice Professionals including lawyers and accountants
  • External Asset Management Professionals
  • Financial Planners

Useful Links


Participants who successfully complete the programme will be awarded: 


Fees shown are after IBF-STS funding. Subsidised# fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.

#Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and the terms & conditions governing registration, payment, cancellation, deferment and no-show.


Global-Asia Family Office Circle (GFO Circle) Members are entitled to 10% discount across “Family Office” programmes. Click here for more information on GFO Circle membership.


The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.


Certificate for Family Office Practitioner - Succession and Wealth Transfer (Intake 3) - 30 Jan 2024



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