[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.27.0″ background_image=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/07\/anelliAlbero.svg” background_size=”custom” background_image_width=”38%” background_position=”center_right” background_horizontal_offset=”-9%” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ admin_label=”row” _builder_version=”4.27.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font_size=”18px” width=”90%” module_alignment=”right” global_colors_info=”{}”]<\/p>\n
WP Advisory Srl is a firm that, thanks to the combined professional skills of its Members, provides advisory and assistance in Wealth Planning. It is able to assist both individuals, in the area of succession planning and family governance, and legal entities in the area of drafting corporate documents, corporate governance and business succession. It offers, with its experience, a fundamental planning service in a current context in which risk mitigation and contingency management takes center stage. <\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/09\/logoWpAdvisory.png” title_text=”logoWpAdvisory” _builder_version=”4.27.0″ _module_preset=”default” width=”76%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,2_3″ use_custom_gutter=”on” gutter_width=”1″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.valori-assetmanagement.com\/wp-content\/uploads\/2024\/09\/MassimoLodi.png” title_text=”MassimoLodi” _builder_version=”4.27.0″ _module_preset=”default” width=”72%” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” width=”60%” module_alignment=”left” text_font_size=”18px” sticky_enabled=”0″]Massimo Lodi is managing director of WP Advisory.
He has worked for over 20 years in leading banking groups, serving as Executive Managing Director at UBI Trustee SA and Head of Wealth Planning at Intesa Sanpaol Private Banking.
As of 2010, he is a member of Step Society of Trust and Estate Practitioners.
As of 2010, he is a member of the Asset Protection Regulations Committee. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
WP ADVISORY SRL WP Advisory Srl is a firm that, thanks to the combined professional skills of its Members, provides advisory and assistance in Wealth Planning. It is able to assist both individuals, in the area of succession planning and family governance, and legal entities in the area of drafting corporate documents, corporate governance and […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":2366,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-2539","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\n