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Description

Wealth Structuring Schemes: Analysing the Family Situation, Structuring and Transferring Assets

Connecting family circumstances and wealth techniques to build advice that holds over the long term

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

Sound wealth advice is not a matter of product selection alone. The marital and family situation, the presence of children from a previous marriage, the applicable succession framework or the existence of a family business often weigh far more heavily than the return on a given investment. When these elements are overlooked, attractive arrangements prove fragile at the first death or the first separation.

Over two days, this programme works through the most common wealth structuring scenarios, starting from the family and legal context and moving towards ownership and transfer techniques. Participants conduct a full wealth audit, identify inconsistencies between existing documents and arrangements, and formulate prioritised recommendations.

Learning objectives

  • Conduct a wealth audit covering the family and professional situation
  • Identify the effects of the matrimonial and family regime on the composition of the estate
  • Compare ownership arrangements for an asset according to the objective pursued
  • Build a transfer plan suited to a given family configuration
  • Formulate prioritised and well-argued recommendations for the client

What makes this programme different

A single blended-family case study runs from the first meeting through to the final recommendation
Every arrangement is stress-tested against death and separation scenarios
A reusable wealth audit template is built during the session

Programme

1Legal Framework of the Family Estate

Starting with the family before discussing products

  • Matrimonial property arrangements and the composition of asset pools
  • Effects of the applicable personal status framework on couples and cohabitants
  • Rights of the surviving spouse and the position of the children
  • Default succession rules and the scope for registered wills in the UAE, including DIFC and ADGM options for eligible individuals
  • Impact of blended and multi-jurisdictional families on the overall balance

2Wealth Audit and Diagnosis

Gathering what is almost always missing

  • Collection of existing deeds, wills, contracts and policies
  • Review of beneficiary designations and prior gifts
  • Analysis of income flows and future needs
  • Prioritisation of stated objectives and implicit objectives

3Ownership Arrangements and Structuring

Choosing the vehicle as carefully as the content

  • Direct and joint ownership compared with holding through a company
  • Separating economic rights from control and decision-making powers
  • The role of life insurance and foundations in organising the estate
  • Articulation between private assets and business assets

4Transfer and Ongoing Review of the Plan

Organising the handover

  • Lifetime gifts, family agreements and staged transfers
  • Transferring a business and the position of the other shareholders
  • Aligning beneficiary designations with the overall plan
  • Reviewing the plan as family events occur

Who is it for

Wealth advisers, private bankers, family office staff, legal professionals, accountants and any practitioner working on wealth structuring files.

Prerequisites

Initial experience in wealth advisory work or a basic understanding of succession and family law principles.

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.