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Description

Wealth Management: Diagnosing, Structuring and Optimising Client Strategies

Optimising wealth means aligning legal, tax and financial dimensions rather than setting them against one another

  • 2 days — 14 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

Wealth advisory rarely suffers from a shortage of solutions; the difficulty lies in how they fit together. A structure that looks attractive from a tax standpoint may weaken succession planning or lock up the liquidity the client will eventually need. Recommendations then remain stacked product by product, with no overall strategy the client can read.

These two days focus on building coherent wealth strategies. You revisit the full diagnostic, then the trade-offs between direct ownership and structured holding, together with succession preparation and the drafting of a formal written recommendation.

Learning objectives

  • Conduct a wealth diagnostic covering legal, tax and financial dimensions
  • Prioritise client objectives and identify contradictions between them
  • Compare the available ownership structures for a wealth asset
  • Build a succession strategy suited to the family situation
  • Produce a reasoned written recommendation

What makes this programme different

A single wealth case study running through both days
A quantified comparison of several ownership structures for the same asset
A written recommendation drafted and then reviewed critically by the group

Programme

1In-Depth Wealth Diagnostic

Understanding the situation before proposing solutions

  • Gathering the wealth statement and cash flow picture
  • Marital arrangements and family circumstances
  • Business constraints facing the owner-manager
  • Prioritising stated and implicit objectives

2Structuring and Ownership Arrangements

Choosing the right legal vehicle

  • Direct ownership versus ownership through a company
  • Splitting ownership rights and usufruct arrangements
  • Savings wrappers and capitalisation contracts
  • Impact of debt financing on the overall strategy

3Income and Tax Efficiency

Making trade-offs without weakening the estate

  • Trade-off between immediate income and capital accumulation
  • Aligning professional and investment income
  • Preparing for post-career income needs
  • Limits and risks of over-engineered structures

4Succession and Formalising the Advice

Preparing what comes next and documenting it

  • Anticipating family wealth transfer
  • Tools to protect the spouse and children
  • Business succession and shareholder arrangements
  • Drafting the engagement letter and the recommendation

Who is it for

Wealth managers and private bankers, as well as legal advisers, accountants and independent advisory professionals.

Prerequisites

Current practice in wealth advisory and familiarity with the main savings and investment products.

Dates & locations

24 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.