Wealth Structuring, Trusts & Estates
Structure family wealth across generations and borders.
The executive challenge
The problem this program solves
Growth in wealth structuring keeps arriving through channels the institution does not fully control — and supervision is asking questions your reporting cannot yet answer. Every partnership signed without governance economics becomes a renegotiation you conduct from weakness. In five days you rebuild the wealth structuring decision: value chains priced, scenarios stressed, partnerships structured, and a board-grade agenda sequenced.
Context
Why this matters now
Capability
What you will be able to do
- Anticipate the regulatory trajectory of wealth structuring before it is written into rulebooks.
- Structure wealth structuring products, pricing and partnerships that survive regulatory and competitive stress.
- Price and negotiate wealth structuring partnerships with governance that protects the institution.
- Sequence a wealth structuring transformation agenda that a board will fund and a regulator will endorse.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
The Partnership With Two Ledgers
A regional microfinance group has signed a fintech partnership in wealth structuring: revenue is shared one way in the contract and recognised another way in the books, and the partner’s conduct is now a supervisory topic. Nobody has reconciled the two ledgers since launch.
Your decision: Renegotiate, ring-fence, or exit the wealth structuring partnership — before the supervisor reconciles them for you.
IPAT Data Lab™
A a mobile-money platform cannot see where its book is quietly deteriorating.
Dataset: Synthetic loan-book panel for a mobile-money platform: 80,000 facilities across segments with vintage and behaviour data.
Your task: Segment the portfolio, find concentration and deterioration, and design the repricing and workout response.
A portfolio decision pack presented to the faculty credit committee.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Produce a digital finance transformation strategy for your institution: where to play, what to own, which partnerships, and the regulatory posture required.
Methodology
Frameworks you will master
- • IPAT Decision Intelligence Framework™
- • IPAT Transformation Architecture™
- • Value-chain decomposition
- • Risk-adjusted performance measurement (RAROC)
- • Basel-aligned capital and liquidity concepts
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
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