Location

Maisto e Associati
Palazzo Visconti
via Cino del Duca 8
20122 Milan, Italy

DATE

Tuesday Nov 4, 2025

2025 Europe AGENDA

Printable Agenda Here

Last Conference’s Agenda Here

8:30 AM
Sign-in & BREAKFAst

9:00 AM
WELCOME & Introductions

9:30 AM
Founder’s Conundrum: Keep it, Sell it, or Pass it on?

Peter Leach, Peter Leach Associates

10:20 AM
What Can Trusted Advisors Do to Help Facilitate a Successful Inter-Generational Transfer?—Case Studies

Steve Sokić, Chairman, Crestbridge Family Office Services
Dr. Babetta von Albertini, IFG Chair & General Counsel, ATM Capital Partners
Dr. Ineke A. Koele, Koele Tax & Legal Perspecta (moderator)

11:20 AM
BREAK

11:50 AM
Keynote: Practical Tools to Leverage your Family Values and Prosper across Generations: a Family Galaxy Perspective

Marco Stevanato, G3 CEO of SFEM Italia

Alfredo De Massis, Professor of Entrepreneurship & Family Business, University of Chieti-Pescara and IMD Business School (moderator)

12:40 PM
LUNCH & Roundtable Discussions sponsored by Crestbridge Family Office Services

2:10 PM
Lessons from 300+ Year-Old Family Businesses: How to Align your Stakeholders over Generations

Rania Labaki, Associate Professor, EDHEC Business School (moderator)

3:00 PM
BREAK

3:20 PM
How to Identify and Train the Next Generation of Family Leaders

Emanuela Musci, G3 Co-Founder, S&O Multi Family Office
Peter Schaub, G7 of GPH Group & Chair Swiss Industrial Finance
Eric Sarasin, G4 of the Sarasin banking family (moderator)

4:20 PM
Keynote: Family Leadership and Governance — Lessons Learned from a 150+ Year Family Business

Emanuele Preve, G6 of Riso Gallo
Marco Cerrato, Maisto e Associati (moderator)

5:10 PM
Concluding remarks

Babetta von Albertini, Ph.D. | IFG Chair

Babetta is the Chair of the Institute for Family Governance. She is an expert on family governance and U.S. tax law and has advised large domestic and international families on their governance and succession planning for approaching twenty years. Babetta is also the General Counsel of ATM Capital Partners, a single family office. Prior thereto, she was with Withers (a global trusts and estates law firm) for nine years, and Shearman & Sterling (a capital markets law firm) for three years, living and working in New York, London, Switzerland and Hong Kong. Babetta is a dual-qualified common law/civil law attorney (admitted to the bars of New York and Zurich, Switzerland) and holds both a Tax LL.M. and a Corporate LL.M. from NYU, as well as a Ph.D. in law from the University of Zurich, Switzerland. Babetta served as elected U.S. representative on the STEP Global Council for three years (the Society of Trust and Estate Practitioners), and as Vice-Chair of STEP New York for three years.

Prof. Guglielmo Maisto | Milan

Guglielmo Maisto founded Maisto e Associati in 1991. He is a Professor of international and comparative tax law at the Università Cattolica di Piacenza. He is Chair of the European Region of the International Fiscal Association and President of the Italian Branch of the same organization (IFA), member of the Board of Trustees of the International Bureau of Fiscal Documentation (IBFD) in Amsterdam, member of the Practice Council of New York University (NYU) Law’s International Tax Program and member of the Board of the American Chamber of Commerce in Italy. He represents the Italian Association of Industries (Confindustria) at the OECD Business Industry Advisory Committee in Paris. He acted as a consultant to the Ministry for European Community Affairs and was a member of the EU Joint Transfer Pricing Forum. He is a member of several law societies and of the editorial board of various Italian and foreign tax legal journals. He usually participates as speaker to several annual tax conferences.

Francesca Boschini | Miami

Ms. Boschini is Director – Head of International Wealth Planning & Head of Insurance Solutions for the Americas at Deutsche Bank Wealth Management. Francesca is based in New York and is in charge of Deutsche Bank Wealth Management Americas cross-border and international wealth planning practice and of its insurance planning solutions platform. When working directly with clients, Francesca provides technical assistance on wealth planning and insurance planning matters to U.S. and international families. She works to develop and execute solutions for the complex global wealth preservation, estate and insurance planning needs of high-net-worth and ultra-high-net-worth clients. Francesca has over twenty years of experience finding solutions for global wealth preservation and estate planning needs of ultra-high net worth clients. Francesca earned her civil law degree and J.D. from the University of Bologna School of Law in 1997 and earned her LL.M. in 2002.

Mark Summers | Zürich

From Charles Russell Speechlys’ office in Zürich, Mark advises global wealthy families, their businesses and wealth holding structures, and the institutions that service them. He is most noted for advising families resident or investing in multiple highly taxed and regulated jurisdictions such as the US or EU, where they are affected by complex multi-jurisdictional tax and legal issues. Mark is admitted in England and Wales and as a foreign lawyer in the canton of Zürich and the Swiss Federation. Mark is a member of the IBA and the vice-chair of the STEP Public Policy Committee. He is a permanent Swiss resident with his family in the canton of Zug.

Peter Leach | Adjunct Professor in Family Business at Imperial College Business School

Peter Leach is a Trusted advisor to business families and family businesses. With over 30 years of experience as a business advisor, teacher and facilitator working with family business owners internationally, Peter is seen as the ‘founding father’ of family business thinking in the UK. Peter has worked with over a hundred business families around the world. Clients appreciate his determination to help them resolve their issues, his depth and breadth of experience within the field, his ability to balance commercial issues with family dynamics and his track record in assisting family businesses transition successfully from one generation to the next. He is Adjunct Professor in Family Business at Imperial College Business School, London, teaching the family business electives on the MBA & MSc programs. Peter also lectures around the world to family businesses and their advisers and at international conferences. He is a frequent writer on family business topics. He is author of Family Businesses: The Essentials (Profile Books) and co-author of Indian Family Business Mantras (Rupa Publishing). Peter is also Special Advisor to BDT & Company International LLP.

Steve Sokić | Chairman, Crestbridge Family Office Services

Steve is the Executive Chairman at Crestbridge Family Offices Services, an independent fiduciary services provider to global UHNW families and their family offices, based in Jersey and Wyoming. His passion for the wealth, family office, trust and asset structuring sectors has spanned almost 30 years encompassing global executive management and client stewardship roles at several wealth firms including previously IQ-EQ, Sanne Group plc, Royal Bank of Canada, and Deloitte. He has also diligently contributed to the development of the sector as an author, speaker, & thought leader and has been the recipient of a number of industry awards through the years. Steve holds several professional qualifications including Chartered Professional Accountant (CPA) and Trust & Estate Practitioner (TEP). Steve has a truly global perspective, including personally as a tri-national of Canada, Croatia and Britain.

Dr. Babetta von Albertini | IFG Chair & General Counsel, ATM Capital Partners

Babetta is the Chair of the Institute for Family Governance. She is an expert on family governance and U.S. tax law and has advised large domestic and international families on their governance and succession planning for approaching twenty years. Babetta is also the General Counsel of ATM Capital Partners, a single family office. Prior thereto, she was with Withers (a global trusts and estates law firm) for nine years, and Shearman & Sterling (a capital markets law firm) for three years, living and working in New York, London, Switzerland and Hong Kong. Babetta is a dual-qualified common law/civil law attorney (admitted to the bars of New York and Zurich, Switzerland) and holds both a Tax LL.M. and a Corporate LL.M. from NYU, as well as a Ph.D. in law from the University of Zurich, Switzerland. Babetta served as elected U.S. representative on the STEP Global Council for three years (the Society of Trust and Estate Practitioners), and as Vice-Chair of STEP New York for three years.

Dr. Ineke A. Koele | Koele Tax & Legal Perspecta

Ineke is an attorney, tax lawyer and conciliator and has been dealing with ownership issues in family businesses in the Netherlands, Europe, the U.S. and Canada for 35 years. For the last 15 years she has been doing so from her own boutique practice Koele Tax & Legal Perspecta, in which she integrates in-depth knowledge of inheritance law, tax law and corporate law in both domestic and international situations. She has a very extensive international network and is a Fellow of several international think tanks. She has many lectures and publications in national and international literature to her credit, promoting a broader responsibility for legal professionals in family business clients. In recent years she has been active on the topic of stewardship in various forms. She is a member of the Thoughtleadership Group 'Responsible Wealth Ownership' of the global Society of Trust and Estate Practitioners (STEP). She has also developed the podcast 'Power and Powerlessness in the Family Business' together with fellow mediator Dr. Fred Schonewille and is a lecturer in Hoefnagels Academy's 'Mediation in the Family Business' course and is founder of new Kurago Academy that aims to educate (legal and other) counsel to become a ‘Conscious Counsel’ for family businesses.

Marco Stevanato | G3 CEO of SFEM Italia

Born in Mestre (Venice) in 1972, Marco attended for one year the University of Sheffield, in the United Kingdom, and graduated in Economics at the University of Trieste. After gaining significant experience in Germany, Belgium and the United States in the Finance and Control area of a German multinational company in the glass sector, in 1999 he joined the family company, holding positions of responsibility in the logistics, administration and Information Technology areas; in 2006 he took on the role of General Manager of Operations. Appointed Vice President of Stevanato Group, he followed all the development operations of the factories of Monterrey in Mexico, Zhangjiagang in China and Sete Lagoas in Brazil, dealing with internationalization projects, a process through which the company intends to serve the pharmaceutical markets locally and expand market coverage with the expansion of production capacity.

Marco is also CEO of SFEM ITALIA Srl, the Family Office under Italian law that selects, governs, and controls the investments of the Stevanato Family not related to the industrial business, which remains its main activity. Marco is Chairman of Arsenale SGR, SFEM's real estate spin-off, responsible for Investor Relations and management of the fund-raising processes of the managed funds promoted, set up and managed by the Company.

Alfredo De Massis | Professor of Entrepreneurship & Family Business, University of Chieti-Pescara and IMD Business School

Alfredo is a Professor of Entrepreneurship & Family Business at the University of Chieti-Pescara and IMD who serves as advisor to family enterprises, family offices and policy makers. Ranked as the #1 most impactful family business professor worldwide in the researcher ranking created by Texas State University, as the leading (#1) family business academic globally in a 2024 study published in Small Business Economics, and as the most influential and productive author in the family business research field in the last decade in a recent bibliometric study, he is a Family Capital Top 100 Family Business Influencer and has been inducted by Family Business United into The Family Business Hall of Fame. Alfredo serves on the boards of public and private organizations internationally, including in Italy, China, Hong Kong, Malaysia, the US, Germany, and the UK. Among various editorial roles, he is an editor of Entrepreneurship Theory & Practice, associate editor of Family Business Review, and his research has been cited over 25,600 times and published in the leading academic and practitioner journals. Since 2020 he is the Co-Founder of the first Observatory on Italian Family Offices where he also serves as Chairman of the International Scientific Advisory Board.

Rania Labaki | Associate Professor, EDHEC Business School

Dr. Rania Labaki is Professor of Finance and Family Business and Director of the Family Business Chair at EDHEC Business School. Her expertise lies in the interplay between family dynamics and decision-making in the family enterprise.

She is Family Business Fellow at Cornell University, Board Member of the Family Firm Institute (FFI), and serves on editorial boards, including Entrepreneurship Research Journal and FamilyBusiness.Org. She advises family SMEs and large groups on succession, ownership, and governance, bridging research with best practices.

A global speaker, Rania has delivered presentations to family business stakeholders in over 70 countries across continents, including at the European Parliament. Her insights have been featured in hundreds of academic and professional publications, including Harvard Business Review, Financial Times, and Forbes. Among her past appointments, she was Academic Expert of the Family Business Network – the largest global network of family businesses, serving on the Next-Generation International Committee for 8 years.

She holds a Ph.D. in management sciences from the University of Bordeaux, the advanced certificates of family business from FFI, and the Women Leadership Development certificate from Oxford University. Her contributions have earned her prestigious accolades, including the Barbara Hollander Award (2020), induction into the Family Business Hall of Fame (2023), and recognition as a top 25 family business academic by FamCap25 (2024).

Emanuela Musci | G3, founder S&O Multi Family Office

Emanuela is the founder of S&O Multi Family Office, based in Bologna, supporting several entrepreneurial families. Values on which S&O is founded are: integrity, independence, transparency, empathy, constancy. Emanuela has 20+ years experience in the investment and Multi Family Office field, having worked for Salomon Smith Barney, in the Washington DC MFO desk, and for her family’s Family Office, where she oversaw portfolio analysis and investment selections. Prior to working in the F.O. space, Emanuela had several years of experience as financial analyst for IFC – World Bank Group and for Intelsat, both in Wahington DC. Since 2007 Emanuela has been in charge of the branch of the family business dedicated to Real Estate Developments in the US. She holds an honor degree in Business Administration from the University of Bologna and a MSF (master of Science in Finance) from the American University, Washington DC, and attended post graduate courses at UCLA. Emanuela is a fervent supporter of lifelong learning, like an Aristotelian transition between potentiality and act.

Peter Schaub | G7 of GPH Group & Chair Swiss Industrial Finance

Peter is a G7 of the listed CPH Group, founded 1818. The CPH Group is an internationally active industrial holding company that stands for industrial expertise, innovation, and sustainability. With a history spanning over 200 years, the CPH Group has evolved from a chemical production site in Switzerland to a globally operating industrial enterprise.

The two divisions, Chemistry and Packaging, operate independently on the market and are among the three leading suppliers in their respective sales markets. Peter's family is probably one of the best documented families regarding the history of Industrialisation (mainly Chemistry) in Switzerland (under the Family Name “Schnorf”). Peter has been a board member of GPH Group since 1994 and Chairman since 2010. He represents 33.5% of the shares. Peter is also the Chair of Swiss Industrial Finance.

Eric Sarasin | G4 of the Sarasin banking family

Eric was born into a successful entrepreneurial family, has the corresponding "DNA" and, after his banking career, accompanies young entrepreneurs, family offices and invests in companies with a focus on digitalization and new technologies. He is an active investor, philanthropist and has a portfolio of board memberships. Eric has a successful career in international banking with J.P. Morgan, Pictet & Cie, Citibank NA and Bank Sarasin & Cie Ltd, since 2012 Bank J. Safra Sarasin Ltd. At Bank Sarasin, he held various management positions in numerous business areas and developed the formerly family-owned bank into one of the leading private banks in Switzerland, culminating in his role as Head of Private Banking and Deputy CEO of the Group.

Eric is a member of the Board of Directors of several private companies and investment firms. He is a member of the Board of 1875 Finance, the Swiss Venture Group, the Singularity Group and Alpen Capital (Dubai), and in addition Chair of TIGER21 Switzerland, an organization that promotes exchange among high-net-worth individuals, particularly entrepreneurs. Eric is managing his own Family Office, White Sail Consulting Ltd. in Basel, Switzerland.

Emanuele Preve | G6 of Riso Gallo

Born in 1974, after the Degree at the Milan Polytechnic in Management Engineering, he began a 3-year course in Europe to start working and learning languages (Polaroid in Spain, Pirelli in the UK and Credit Agricole in France).
Back in Italy, he worked in BMW and subsequently in Management and Administration Control at IsapOmv (Plastic), Riello Elettronica (Electronics) and Giostyle (Plastic).In 2008 he joined Unicredit Corporate Banking in CFO Department, in area of the evaluation of Loans (Npl's). After he joined as VP the Debt to Equity office in the Restructuring area.
In 2013 he joined the Risogallo group (6th Generation Family Business) as CFO and Managing Director at the Swiss office that follows the Group's foreign operations.

Married for 22 years with 4 sons. Chapter Chair of YPO Italy, Business Angel and StartUp Mentor (>50 investment)

Marco Cerrato | Maisto e Associati

Marco was admitted to the Bar in 1995. He obtained an LL.M. in Tax in 1997 at the London School of Economics, and a PhD in Tax in 2000 at the University of Pavia. Marco is the author of many publications on tax matters and is frequent speaker at congresses. He was a lecturer of Tax at the faculty of laws of the University LIUC of Castellanza from 2000 to 2022, and is currently the scientific co-director of the advanced training course on: “The Protection, Transmission and Management of Family Estates” jointly organized by STEP Italy and the Università Cattolica del Sacro Cuore. He joined Maisto e Associati in 1997, and became a partner in 2003. Marco has extensive experience in domestic, European and international tax controversies and in tax disputes resolutions through settlements, arbitration and mutual assistance procedures. Marco has been a member of the board of the Italian branch of STEP since 2018, and is its current Chair since November 2020. In 2022, he became the Deputy Chair of the STEP Europe Regional Committee. In 2023, Marco became the coordinator of the Tax Litigation Commission at the Milan Bar.

Registration

USD 750 for IFG Members
USD 850 for Non-Members

Membership

Annual Membership
$250
Learn more about IFG