EDUCATION, CULTURE, PROFESSIONALISM
We organize and run educational schemes and courses for families, family businesses and wealth management professionals in cooperation with leading international business schools and Italian and foreign universities.
For families
Courses designed for heads of families and family members, the younger generations and any managers involved in managing family business finances and assets
Goals
Goals
- to provide members of the family with knowledge and guidelines for the proper definition of financial strategies and objectives
- to offer family business financial managers opportunities for in-depth study and advanced training on the subject of asset management
- to develop leadership qualities in the younger generations
For wealth management professionals
Courses designed for Private Bankers and professionals tasked with managing ultra-high net worth wealth in increasingly complex and competitive markets.
Objectives and topics
Objectives and topics
- advanced training and ongoing updating on wealth management dynamics and instruments
- development of successful strategies to meet the client’s demands
- improvement of client relationship building skills, also in the role of educator/information provider on the subject of wealth management
- opportunities to meet experts and share experiences with other professionals
