TOPIC

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1. The Evolution of Wealth Management: From Traditional Models to a 360° Integrated Approach

Analyzes how wealth management has evolved from a purely investment-focused model to a comprehensive approach encompassing taxation, succession planning, sustainability, and family purpose. Seeks to define the new paradigm of modern wealth management, where personalization and a global vision are essential.

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2. Alternative Investment Vehicles: Beyond the Conventional Portfolio

Explores how alternative assets—such as private equity, international real estate, infrastructure funds, venture capital, cryptoassets, and art—are redefining wealth portfolios.

Discusses their role in diversification, risk management, and long-term value preservation.

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3. Global Wealth Structuring: Families, Funds, and Jurisdictions

Delves into the international structures used for the protection and transmission of wealth (trusts, foundations, holding companies, family offices, etc.).

Analyzes the fiscal, regulatory, and governance implications, as well as best practices in a globalized environment.

Emphasizes a cross-border perspective on wealth management.

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4. Sustainability, Impact, and Philanthropy: The New Face of Wealth

Examines how new generations of investors are aligning their wealth with their values through impact investing, strategic philanthropy, and sustainable funds.

Discusses how to integrate social and environmental purpose into wealth management without compromising profitability.

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5. Family Governance and Succession: Keys to Preserving Wealth in the New Era

Addresses the challenges of generational succession and how to design governance structures that balance family, business, and wealth interests.

Analyzes the importance of family protocols, family councils, and intergenerational financial education.

Seeks to answer: how can families ensure the sustainability and harmony of their legacy in a global, digital, and ever-changing context?