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Description

Family Wealth Management: Analyse, Structure and Transfer

Build a wealth strategy that reflects the couple, the children and the family's life projects

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

Families accumulate assets over the years without the whole ever forming a strategy: a marital arrangement entered into without reflection, a property held jointly with relatives, a life insurance policy whose beneficiary designation has never been reviewed. The difficulties surface at the time of a separation, a lifetime gift or a death.

Two days to put a method of analysis in place: draw up the household's wealth statement, connect the family situation to the applicable marital and personal status framework, then compare ownership and transfer options. The case files cover blended families and portfolios combining a main residence, rental property in the UAE and financial investments.

Learning objectives

  • Draw up a household wealth statement and identify its imbalances
  • Connect the family situation to the applicable marital property framework and its effects
  • Compare the available ways of holding a real estate asset
  • Identify the transfer tools suited to a given family objective
  • Analyse a life insurance beneficiary designation and measure its effects
  • Present a wealth diagnosis in terms the client can understand

What makes this programme different

A blended-family case file is worked through from wealth statement to recommendations
Beneficiary designations brought by participants are reviewed and redrafted in session
Real estate ownership options are compared on one and the same acquisition project

Programme

1Wealth diagnosis of the household

Start from the facts and the objectives

  • Gathering family and professional data
  • Statement of assets and liabilities
  • Analysis of income and savings capacity
  • Prioritising the couple's objectives
  • Identifying separation and dependency risks

2Family framework and marital property

Family status shapes the estate

  • Effects of the main marital property arrangements
  • Changing arrangements and the adjustments available
  • Situation of unmarried and non-resident couples
  • Protecting the surviving spouse
  • Consequences of a separation on the assets

3Holding and building asset value

Choosing the right structure

  • Direct ownership, joint ownership and holding vehicles
  • Splitting ownership rights and usage rights
  • Life insurance and drafting the beneficiary designation
  • Financial savings and investment horizon
  • Effect of financing on wealth accumulation

4Transfer and client support

Organising the handover

  • Lifetime gifts and gifts shared among heirs
  • Wills, registered wills services and heirs' entitlements
  • Transferring a family real estate asset
  • Protecting vulnerable family members
  • Presenting the diagnosis and following it over time

Who is it for

Wealth advisers, private and retail banking advisers, and staff of legal and accounting practices.

Prerequisites

No prior knowledge required

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.