Event: Wealth Management Optimization Strategies

On Thursday, November 14 2024, took place at Palazzo Geremia in Trento Fondo Filantropico Italiano's event "Wealth Management Optimization Strategies: The Role of Trusted Professionals in their Clients' Philanthropic Journey".

This occasion was meant not only for trusted professionals, but for anyone interested in incorporating strategic philanthropy into their wealth management. Starting from a real case in the Trentino area, and thanks to the intervention and testimony of trusted professionals and wealth management experts, the discussion focused on the possible forms of advice and collaboration to support donors in defining a strategic and effective philanthropic path.

Some pictures from the event:

Marcello Gallo at the event "Wealth Management Optimization Strategies"
Roundtable at the event "Wealth Management Opimization Strategies"
Financial Advisory experts at the event "Wealth Management Optimization Strategies"
One of Palazzo Geremia's rooms in Trento, during the event "Wealth Management Optimization Strategies"
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