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CAIA Italy - Bridging Generations: The Role of Family Offices in Legacy Planning
Date(s):
October 8, 2025
Note: All times listed are in local time
Venue:BNP Paribas CIB Global Markets
Torre Diamante Piazza Lina Bo Bardi 3 Piano 27 Milan, MI 20124
Fee(s):Free Event
Description:CAIA Italy Bridging Generations: The Role of Family Offices in Legacy Planning Delve into the pivotal role family offices play in facilitating the transition of wealth, values, and leadership across generations. Discover how tailored governance, strategic planning, and evolving family dynamics contribute to long-term success. Gain valuable insights, engage in dialogue, and connect with industry peers over refreshments following the discussion.
The panel discussion will begin promptly at 6:00 PM; please allow time to get through building security and to register before the event begins. AGENDA: 17:30 - Registration 18:00 - Panel Discussion in collaboration with: - Viola Benini - Executive Director at Scouting SIM Family Advisors
- Giulia Cipollini - Partner at Withers
- Paolo Saccavini - Client Partner at Chaberton Partners SA
- Chiara Palmieri - Founder and CEO at TACK SCF SRL
Moderator: Edoardo Scalzulli, CAIA - CAIA Italy Chapter Executive, Equity Portfolio Manager at Eurizon Capital SGR 19:00 - Networking Please register early as space is limited Important notes before the event: - This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
- If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
- Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
- Registering a guest is possible but complete Guest’s details must be filled in. In case of overbooking, priority will be given to CAIA Members.
Thank you for your understanding and cooperation. If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.
This event is organized in collaboration with: 
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BNP Paribas CIB Global Markets
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Viola Benini
Job Title: Executive Director
Organization: Scouting SIM Family Advisors
Speaker Type: Panelist
Viola has been with Scouting SIM, a Milan-based multi-family office, for the past six years. She is responsible for managing client relationships and coordinating the wide network of professionals involved in the families’ wealth management—both in-house and external advisors across legal, tax, and strategic domains. Supported by a dedicated team, she oversees the selection and monitoring of private market investments and contributes to the design of comprehensive wealth strategies that encompass financial, legal, tax, and succession planning aspects in a holistic framework. Previously, she developed over twenty years of experience at leading Italian and international banks, starting her career in FIG credit before focusing on the management of institutional and private client relationships.
Giulia Cipollini
Job Title: Partner
Organization: Withers
Speaker Type: Panelist
Giulia is senior partner in the private client and tax team and head of tax and wealth planning in Italy. She brings a wealth of international experience as a strategic advisor, with in-depth knowledge in both corporate and personal Italian and international tax matters. Her areas of specialization include tax compliance, tax litigation, and tax rulings before the Italian Tax Authorities, as well as wealth planning, tax and digital assets, inheritance tax planning, and the structuring and taxation of trusts.
Chiara Palmieri
Job Title: Founder & CEO
Organization: TACK SCF SRL
Speaker Type: Panelist
Founder and CEO of a large independent Family Office, Chiara Palmieri has over 30 years of experience in the financial industry and serves as Independent Director on the Board of a number of Italian public and private companies. Chiara previously worked in London for Morgan Stanley and Goldman Sachs, where she was Chief Operating Officer and a member of the Executive Committee of the Private Wealth Management division, EMEA. She is a Chartered Accountant in Italy, graduated summa cum laude at Bocconi University, and holds a Master CEMs degree granted by HEC-Paris, after an exchange program at NYU-Stern School’s MBA.
Paolo Saccavini
Job Title: Client Partner
Organization: Chaberton Partners SA
Speaker Type: Panelist
Paolo Saccavini joins Chaberton Partners at the Lugano headquarters to develop the Leadership Value Services practice across various markets and assist our clients in aligning the value of people with corporate strategy. Paolo brings with him an exceptional wealth of knowledge and expertise in leadership advisory, Board and C Suite consulting, and people strategy development. Previously, Paolo served as Managing Principal at Korn Ferry before joining Chaberton Partners, where he launched the Leadership and talent Consulting proposition and spearheaded the expansion of complementary services to executive search, with a particular focus on developing the Board Review
Edoardo Scalzulli
Job Title: Equity Portfolio Manager
Organization: Eurizon Capital
Speaker Type: Moderator
Edoardo Scalzulli is an Associate Equity Portfolio Manager at Eurizon Capital, focusing on global thematic funds. Previously, he held various roles within Eurizon Capital in the project management office and research and data management. Before that, he spent 2 years at JPMorgan Private Bank in the EMEA Securitized Base Lending team, covering HNW & UHNW Lombard loan portfolios for the Italian market. Edoardo holds a bachelor’s degree in economics from the University of Bologna and a master’s degree in finance from Lund University. He is fluent in Italian and English.
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