Family Strategies per la pianificazione patrimoniale: strumenti e soluzioni
Strengthening wealth management and family governance skills
Effective management of family wealth is the basis for future operations involving generational transition, asset protection, reorganization of the participatory structures of industrial and financial groups, and the establishment of trusts.
The course provides an in-depth analysis of family wealth planning and governance to plan appropriate wealth and succession architecture. The course covers the legal and tax aspects of wealth planning, focusing in particular on asset holding and the international mobility of people and assets, while also evaluating solutions for family businesses.
Who should apply
Individuals who wish to improve their skills in wealth planning and family governance.
The course is open to those who have already dealt with the topics of asset planning in wealth management, to those who deal with wealth planning, and to those who are involved in family governance.
SDA Bocconi Executive Education Certificate
To navigate the evolution of the macroeconomic landscape and organizations, it is essential to broaden your managerial skills. Education plays a central role in this process. Together with our Program Advisors, you can design the learning path that best suits your needs, choosing from various formats to shape your professional growth.
Program Advisory
Learning is never a linear journey—it is a path built together, combining specific training needs with practical tools tailored to individual challenges. Contact our team of Program Advisors, and together we will design the ideal learning path for you or your team, ensuring alignment with your goals.
Your benefits:
A dedicated orientation meeting, either in-person or remotely, to identify learning needs and create a customized plan. Throughout the course, you will experience a tailored welcome to introduce you to the program and foster networking between participants and instructors. Upon completion, your evaluation will become a valuable contribution for continuous improvement of the offering.
How your organization benefits:
Training consultation with HR managers to analyze organizational needs and develop personalized projects. Ongoing progress monitoring and a final follow-up to share results and gather feedback, ensuring constant alignment with pre-set goals.
Get in touch with Erica Pizzelli
Structure and contents
The program consists of 4.5 days, totaling 36 equivalent hours and is built on 3 pillars.
Family business and wealth planning
Asset administration, governance and wealth architecture
Trust & estate planning: the evolution of wealth planning
Calendar and information
Via Sarfatti 10, 20136 Milano
Calendar
- 07 ottobre 2026On campus12:00 - 16:00
- 08 - 09 ottobre 2026On campus07:00 - 16:00
- 05 - 06 novembre 2026On campus08:00 - 17:00
Fees
€ 5,200 + VAT
The fee is net of VAT but includes teaching materials and working lunches.
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 2027 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.
Program Direction
Planning a suitable wealth and inheritance structure requires an approach that factors in the timing and emotional dynamics of wealth planning, especially when a family business is involved. Wealth management, as a matter of fact, is essential to ensure a stable future for your family and your busin...
