Sitawi Finanças do Bem has opened registrations for the course. “"Philanthropy and Impact Investing for Advisors and Wealth Managers"”, aimed at professionals who work with high-net-worth families and wish to expand their knowledge of socio-environmental impact strategies.
In recent years, topics such as strategic philanthropy, impact investing, and legacy building have gained prominence in discussions about wealth management and family governance. In this context, wealth managers, investment advisors, and family office professionals are increasingly sought after by clients interested in aligning their resources with purpose and positive impact.
The course was developed to support these professionals in understanding concepts, tools, and trends in the field, as well as to offer tools for conducting strategic conversations with clients about philanthropy and impact.
The training will be conducted by Leonardo Letelier, CEO of Sitawi Finanças do Bem, and Bruno Girardi, Director Vice President of the organization, both with extensive experience in finance, business and impact investing.
During the meeting, participants will have access to content about structures and instruments available in Brazil, frameworks to guide high-net-worth clients, and opportunities in the field of impact investing. The event will also include a networking session for professionals in the sector.
The course will be held In person in São Paulo, on April 8th, starting at 2 PM..
