draft press release - Intesa Sanpaolo Private Banking

PRESS RELEASE
PRESERVING PERSONAL AND FAMILY ASSETS:
PRIVATE BANKING
FOR FINANCIAL AND INHERITANCE PLANNING
A Cesifin Foundation and Intesa Sanpaolo Private Banking convention
outlines asset management tools and regulations
in today’s complex scenario
Florence, 22 February 2012 – How to protect one's family assets or what can be the best inheritance
form in order to guarantee a solid future to one's business? These and other issues will be addressed
during the convention “Private Banking. A tool for wealth planning”, which Cesifin Alberto
Predieri Foundation (instrumental foundation of Ente Cassa di Risparmio di Firenze) and Intesa
Sanpaolo Private Banking will be hosting on 24 February at Palazzo Incontri of Banca CR Firenze.
In today’s extremely complex and unstable scenario, it is indeed necessary to carefully analyse the
financial, legal and insurance variables at hand in order to make the most appropriate asset
management choices: the event, thanks to the pool of skills in business and insurance law, notarial
professionalism and banking expertise, makes it possible to develop proposals addressed to those
private individuals and entrepreneurs concerned with wealth planning issues.
Private Banking in particular – a banking business segment specialised in offering financial
services to high net worth individuals – combines professional skills and know-how capable of
providing the most suitable solutions to manage intergenerational wealth transfers and preserve
personal and family assets.
The convention will deal with issues such as the legal aspects of financial and insurance products,
succession in corporations, the different asset management forms from fiduciary services to trusts.
Furthermore, the widespread phenomenon of family-run businesses, which is typical of this
territory, draws the event's attention to the issue of continuity of family assets over time, together
with the need to provide the family business capital with adequate protection, whatever its assets,
securities and real estate composition.
The event will open with a keynote speech by Giuseppe Morbidelli, Università La Sapienza di
Roma and President of Cesifin Alberto Predieri Foundation. Speakers: Francesco Velluti, Intesa
Sanpaolo Private Banking Marketing Manager, Pierpaolo Marano, Business Law and Insurance
Law Lecturer at Università Cattolica di Milano, Flavio Ravera, Head of Intesa Sanpaolo Private
Banking Wealth Management, Stefania Pedroni, Sirefid Customer Relations Manager, and
Marco Maltoni, Notary in Forlì and Member of the Business Studies Commission of the Notary
National Council.
Cesifin Alberto Predieri Foundation
The "Cesifin Alberto Predieri" Foundation was established in 1986 by Cassa di Risparmio di Firenze. Alberto
Predieri, the creator and promoter of this institution was its long-standing President. After its death in 2001, the
Foundation was named after him. The aim and activities of the Foundation, funded by Ente Cassa di Risparmio di
Firenze since 2001, include the promotion of studies and conventions on the most current legal-financial and
economic issues, with the participation and involvement of scholars and experts as well as representatives from the
entrepreneurial and institutional world. The long list of activities and publications over the last twenty-five years –
started under the scientific guidance of Alberto Predieri and now continuing along the same direction – is evidence
of the constantly renewed objective to address and gain an insight into the most relevant issues in the interest of
institutions, entrepreneurs, professionals and the community as a whole, while at the same time contributing to the
development of key executives and professionals. The study of financial markets and financial institutions has
always been followed with constant and special attention.
Intesa Sanpaolo Private Banking
Intesa Sanpaolo Private Banking offers its customers expertise, business opportunities, territorial presence and
financial solidity that are unique in Italy, also thanks to its being part of a major Italian Group with a European
scale.
In Italy Intesa Sanpaolo Private Banking manages total assets to the value of over 71 billion euro thanks to the work
of a total of 1,300 staff members, around 700 of which Private Bankers operating in 112 different Branches. Private
Banking offers a comprehensive range of open architecture products: the funds and SICAVs of the major
international asset managers are selected in accordance with the principle of independence and on the basis of a
careful analysis of the best expertise and results. The range of services includes individual portfolio management
schemes, hedge funds, insurance products, financial advice, and non-financial services such as asset engineering,
real estate and art advisory facilities. Moreover, through its wealth management specialists, fiduciary company and
internal Trust Company, Intesa Sanpaolo Private Banking offers a variety of innovative asset management services.
The range is completed by leasing facilities, current account services, and short and medium/long-term loans,
designed to meet the specific requirements of Private Customers.
Contacts:
CESIFIN ALBERTO PREDIERI FOUNDATION
Riccardo Galli Tel. +39 055 5384503 – [email protected]
INTESA SANPAOLO
Banca dei Territori and Local Media
Monica Biffoni Tel. +39 055 2612550 - [email protected]
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