Family Wealth Structuring & Trust Administration Program
About Course
Gain the essential knowledge and practical skills to establish, manage, and benefit from trusts effectively. This course is designed for founders (settlors), trustees, and beneficiaries who want to navigate trust structures confidently, ensuring legal compliance, financial efficiency, and conflict-free administration.
Course Content
Introduction to Trusts and Trustee Roles
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Understanding Trusts and their purposes
14:35 -
Family Trust vs a Will
06:24 -
Roles and Responsibilities of Trustees
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Trustee Best Practices – Becoming a Professional Trustee
Trust Law and Governance
Investment Management & Analysis
Tax Implications and Compliance
Beneficiary Management and Communication
Trust Administration and Record-Keeping
Risk Management and Liability
Case Studies and Practical Applications
Getting Started – Setting up a Trust
Earn a Certificate
Use this certificate to signal your commitment to learning while validating your core competencies.
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