Strategies for Optimizing Wealth Management

The Role of Trusted Professionals in Their Clients' Philanthropic Journey

An event was held at Palazzo Geremia in Trento on November 14, 2024, dedicated to trusted professionals and anyone interested in incorporating strategic philanthropy into their wealth management. Starting from a concrete case in the Trentino area, 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 the donor-client in defining a strategic and effective philanthropic path.

- November 2024