100 Women in Finance Milan, in collaboration with CAIA Association and BNP Paribas CIB, hosted an engaging discussion on Family Offices and Legacy Planning, exploring how families can effectively balance structures, governance, and values across generations.
The event, which was fully booked, brought together a diverse audience of finance professionals, advisors, and investors to examine the evolving role of family offices in supporting intergenerational wealth and leadership transitions.
Moderated by Edoardo Scalzulli, Eurizon Capital SGR, the panel featured distinguished speakers Giulia Cipollini, WithersWorldwide, Viola Maria Benini, Scouting Capital and Family Advisors, Paolo Saccavini, Chaberton Partners SA, and Chiara Palmieri, TACK SCF, who shared perspectives from legal, financial, strategic, and governance standpoints.
Topics discussed included:
- The main limitations of Italian inheritance law compared with more flexible international models, and their impact on business competitiveness.
- Post-liquidity event investment strategies and the opportunities offered by private markets.
- Effective approaches to generational transitions and family governance.
- The competencies and mindset required for next-generation leaders to ensure continuity and sustainable growth.
The conversation highlighted that beyond structures and investment strategies, the true drivers of legacy lie in aspirations, incentives, and shared values.
100 Women in Finance extends its sincere thanks to all participants for their engagement and to our speakers and partners for contributing to such an insightful and dynamic discussion.