• Membership

    More than 30,000 professionals make up the ecosystem of Cetif: we facilitate the meeting and exchange between banks, insurers and companies in an academic Center, competent and independent environment to share knowledge, experience and strategies on the most innovative drivers of change.

  • Events

    Over 60 events including Main events (Workshop and Summit) and Community events (related to research activities) and Webinar: we bring together banks, insurance companies and businesses for shared growth on trends and challenges to outline innovative development strategies.

academy

LONGEVITY FINANCE , AND INTERGENERATIONAL WEALTH MANAGEMENT

1-4 DAYS DUAL MODE
March 24–25, 2027
Registration Deadline: March 17, 2027

The course explores the strategic convergence between rising life expectancy (the longevity economy), demographic changes, and the complexity of family and corporate wealth.

 

This approach goes beyond the fragmented view of traditional financial advisory services to adopt a holistic framework, integrating intergenerational wealth planning, protection against risks associated with old age (long-term care and supplemental health insurance), legal instruments for generational wealth transfer (trusts, family agreements, holding companies), and strategies for the prudent drawdown of capital.

Date
March 24–25, 2027
Industry
BANKING, INSURANCE, CROSS INDUSTRY
Subject areas
Payments, Lending, CIB & Wealth
Language
Italian
Contact a tutor
Registration fee
Adherent Cetif
€950.00 + VAT*
Non-Adherent Cetif
€ 1100.00 + VAT*
*Quota per participant
Discounts and economic benefits
To whom it is addressed

Private bankers, wealth managers, advanced financial advisors, branch managers, and specialists in the affluent and private segments of banks, advisory networks, and asset management companies.

Formative Objectives.
  • Analyzing the impact of the silver economy and longevity risk on banking and wealth management business models.
  • Master the techniques of estate planning and protecting family and business assets against the risks of erosion and fragmentation.
  • Incorporate supplemental retirement solutions, life insurance, and Lombard/liquidity credit instruments into the generational transition strategy.
  • Develop advanced listening skills and the ability to identify latent needs in order to engage with affluent and private clients on sensitive topics such as business continuity and elder care.
The format

Course Schedule.

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