Start a conversation ↗

Description

Owner-Manager Wealth: Balancing Choices, Structuring Ownership and Planning Succession

Treat the owner-manager's personal wealth and the company's assets as one single picture rather than two separate files

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

An owner-manager's wealth is usually concentrated in the business. As long as the company keeps growing, the question is postponed: remuneration is decided as circumstances arise, protection of the spouse is not organised, and succession is only considered once a buyer appears. At that point, the room for manoeuvre closes very quickly.

These two days follow the life cycle of both the company and its owner. Participants carry out a full wealth diagnosis, weigh up remuneration options, structure the ownership of shares and of operating real estate, then prepare either a family handover or a sale.

Learning objectives

  • Produce a diagnosis linking personal wealth and business assets
  • Weigh up remuneration options according to the owner-manager's situation
  • Organise protection for the owner-manager and the family
  • Structure the ownership of shares and of operating real estate
  • Prepare a family handover or a sale to a third party
  • Support the owner-manager in reinvesting proceeds after a sale

What makes this programme different

Decisions are worked through on real owner-manager situations followed from start-up to exit
Every topic is examined both from the company's standpoint and from the private wealth standpoint
Each participant builds a diagnosis interview framework they can reuse with their own clients

Programme

1Wealth diagnosis for the owner-manager

Looking at the company and personal wealth together

  • Gathering business and family wealth data
  • Reviewing the marital property position and its effect on shareholdings
  • Assessing how far personal wealth depends on the company
  • Identifying exposures in the event of death or incapacity
  • Setting out the owner-manager's objectives and timeline

2Remuneration and protection

Balancing immediate income against long-term cover

  • Comparing ways of drawing income depending on the corporate form
  • Consequences for social protection and future entitlements
  • Employee savings and retirement arrangements available to owner-managers
  • Life and disability cover for the owner-manager and protection of the spouse
  • Alignment with company cash flow and funding needs

3Structuring ownership

Organising assets before it is too late

  • Benefits and limits of a holding company
  • Holding operating real estate and choosing the right vehicle
  • Splitting ownership rights as applied to shares and to property
  • Shareholders' agreements and family governance
  • Debt and leverage within the ownership structure

4Handing over or selling

Preparing the exit several years ahead

  • Preparing a family handover and share retention commitments
  • Gifting shares ahead of a sale and the precautions to observe
  • Getting the company ready for sale and managing due diligence
  • Negotiating the warranties granted to the buyer
  • Reinvesting proceeds and supporting the owner-manager after the sale

Who is it for

Wealth advisers, private bankers, accountants, corporate service providers, legal advisers and business consultants working with owner-managers and family shareholders.

Prerequisites

Working knowledge of wealth advisory fundamentals and of how companies operate

Dates & locations

36 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.