STEP Italy Conference 2017


Welcome to the STEP Italy conference in Rome. A new alphabet for wealth planning requires a full understanding of the new world of opportunities of these challenging times. Italy plays its role in the global environment as an entrepreneurial hub within a beautiful country, fully inserted in the international environment. Private banking and wealth management are one of the top industries in Italy and many families face cross-border issues. A new relationship with authorities sets a new environment for global families too. At a potentially historic period of fast-moving changes in the world, we will focus on traditional, current and future issues for international families, looking across generations.

The Italian STEP conference will be in English, with the option of Italian translation subject to a minimum number of confirmed requests from attendees.

We will discuss the new role of advisory within the wealth management industry. With the relevant help of panelists we will discuss various relevant issues:

  • Governance of business families,
  • Attraction of Italy for HNWI,
  • Role of International laws for Inheritance,
  • Trust & estate plaining landmark rules and
  • Newly introduced set of rules for the charity and philanthropy world,

This new environment makes Italy one of the most attractive legislations worldwide.

EUR100 discount offered if you are attending both the Italy Conference and the Europe Conference.* Find out more about the Europe Conference on 24-25 November at

*This discount is per delegate and can only be used when the same delegate is attending both conferences. This discount is not transferable for colleagues at the same firm.


An exceptional day of topical, in-depth content from leading industry experts.

Full programme and agenda (PDF 1MB)


With ‘Keynote’, and other professional speakers from across Italy.

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Sponsorship opportunities are available for the Conference.

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Accommodation and venue details for Italy 2017 Conference.

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Social activities

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