Family strategies per la pianificazione patrimoniale
Strengthening Wealth Management and Family Governance Capabilities
Effective management of family wealth lays the foundation for future generational transitions, asset protection, the restructuring of ownership structures within industrial and financial groups, and the establishment of trusts.
The program provides an in-depth analysis of wealth planning and family governance to design an effective wealth and succession architecture. It explores the legal and tax aspects of wealth planning, with particular attention to asset ownership, the international mobility of individuals and wealth, and the assessment of solutions for family businesses.
This program will enable you to:
- Design a wealth architecture aligned with the objectives of the family and the business
- Integrate wealth planning, family governance and succession planning tools
- Assess the legal and tax implications of key wealth management solutions
- Plan the transfer of wealth across generations, preserving continuity and long-term value creation
Is this program right for you?
This program is designed for wealth management professionals, family offices, private bankers, wealth advisors, entrepreneurs and members of business families who want to strengthen their capabilities in wealth planning and family governance. It is also intended for professionals involved in defining wealth planning strategies and managing generational transitions.
Connect with our advisors
Learning is never linear. It takes shape over time, combining specific learning needs with practical tools matched to your own challenges.
Talk to our team of Program Advisors to identify the path that best fits your goals and find out how to build a broader development plan through the SDA Bocconi Executive Education Certificate.
Get in touch with Erica Pizzelli
SDA Bocconi Executive Education Certificate
Your initial conversation with our Program Advisors helps shape your path, clarifying your goals and participation options. It is also the required first step toward earning the Executive Education Certificate.
The SDA Bocconi Executive Education Certificate is the formal recognition awarded upon completion of a learning plan designed around your managerial needs. With the Certificate, every program you attend becomes part of a broader design, built on your growth objectives.
What you will learn
The program consists of 4,5 days totaling 36 equivalent hours and is built on 3 pillars:
How you will learn
Immersive Room
The opportunity to be at the center of your online learning experience thanks to integrated technologies and a unique multichannel environment.
Program direction & faculty
- Alessandro MinichilliDirectorArea: Strategy and OperationsResearch domains: Corporate Governance
- Paola Musile TanziDirectorArea: FinanceResearch domains: Private Banking and Wealth Management
- Luigi BelluzzoArea: FinanceResearch domains: Private Banking and Wealth Management
- Valter ConcaArea: FinanceResearch domains: M&A and Restructuring
- Daniela MontemerloArea: Strategy and OperationsResearch domains: Entrepreneurship & Family Business
With us, the program becomes reality
The Program Management team supports participants from enrollment through to the end of the program, coordinating and managing every organizational aspect.
SDA Bocconi Campus - Milano
Information
Location
SDA Bocconi School of Management
Via Sarfatti 10, 20136 Milano.By attending at least 80% of the classes, you will receive a Certificate of Participation and a digital badge to share with your network on LinkedIn.
Fees
€ 5.200 + VAT
The fee is exclusive of VAT.
Contacts
Program Advisor
Erica Pizzelli
tel. +39 02 5836 6605
erica.pizzelli@sdabocconi.itProgram Manager
Diana Nasreddin
tel. +39 02 5836 6605
diana.nasreddin@sdabocconi.it
Special payment terms
Bocconi Alumni
Bocconi Alumni are entitled to a 20% reduction on participation fees. To take advantage of the discount, please enter your Alumnus status when registering by indicating “ALUMNI 20” in the notes section. Remember that without this indication, the discount will not be applicable.
Women are good for business
To foster and contribute to women’s professional development, SDA Bocconi School of Management offers them until 8 March 2028 a 20% discount on the participation fee for all Executive Open Programs and Executive Online Programs.
Multiple enrollments
Companies, institutions and public bodies that enroll at least 3 participants in a single program are granted a 20% discount for each registration fee. The concession is not applicable for personal enrollment and must be formalized by the start date of the course.
Corporate education programs
In the case of learning needs involving several resources of the same company enrolled in more than one program, it is possible to define a customized plan from the specific needs of the organization. In this case, our Program Advisors are available to build with the client organizations ad hoc training plans with special pricing.
Partnerships and channel agreements
SDA Bocconi offers the possibility to initiate collaborations that allow them to expand the portfolio of educational trainings to be offered to their members. In this case, the School is available to evaluate partnerships and channel agreements so as to respond in a timely manner to the specific needs of the organization.
By attending at least 80% of the classes, you will receive a certificate of participation in the program and a digital badge to share with your network on LinkedIn.
The brochure walks you through the program and the SDA Bocconi experience. Inside you'll find:
The full calendar
The application process
Participant stories
The campus experience
