The partnership will involve building a thought leadership hub to help international families in a number of ways.

JTC Private Office has established a formal partnership with the SDA Bocconi School of Management, to promote greater understanding and insights on legacy-building for wealthy global families.

The partnership, called “The Family Legacy Monitor,” will see the creation of a thought leadership hub exploring contemporary and relevant topics through research, to help international entrepreneurial families explore, shape and sustain their legacy across generations.

In particular, the JTC Private Office team will work with Professor Calabrò to help build and promote the hub’s insights through workshops, events, digital and social media.

Founded in 1971, SDA Bocconi is the School of Management of Università Commerciale Luigi Bocconi is based in Milan with a campus in Rome.

“SDA Bocconi School of Management shares our ambition to provide structure, global perspective and relevant insights for the next generation of clients, who are having to face increasingly complex issues, in particular around succession and legacy,” Tom McGinness (pictured below), group head of JTC Private Office, said.

Tom McGinness

JTC Private Office is part of JTC’s Private Capital Services division.

In early August, JTC and Swiss private bank Union Bancaire Privée (UBP) reached an agreement on JTC’s proposed acquisition of Kleinwort Hambros Trust Company (CI) and its subsidiaries (KHT), which are wholly owned subsidiaries of UBP.