The first roundtable dedicated to our clients was held at the headquarters of Custodia Wealth Management in Lugano – an exclusive event focused on Liechtenstein Foundations and their role in wealth planning strategies and generational wealth transfer.
Accessible by invitation only with an exclusive Save the Date, the event brought together experts and selected clients for a high-level discussion, followed by an elegant networking cocktail.
The remarkable interest shown confirmed the growing attention of our clients towards wealth management tools, trusts, and generational transfer strategies.
For this reason, Custodia Wealth Management is pleased to announce that this roundtable is only the first in a series of exclusive meetings dedicated to exploring these fundamental and highly relevant topics.
