CSB Group to attend Step 5th Global Congress

CSB Group is proud to announce its attendance at Step’s Fifth Global Congress as part of the FinanceMalta delegation. Taking place in Rome on the 25th and 26th of February 2025, this biennial flagship event by Step offers an insightful and diverse programme, exploring pressing topics that shape the future of wealth management, amongst other industries, and promises to gather global industry leaders for insightful discussions and networking opportunities.

Representing CSB Group at this event will be Dr Franklin Cachia, Director and Lead Consultant, who will highlight the Group’s expertise as a leading corporate service provider in Malta. CSB Group offers a comprehensive range of professional services, including tax, regulatory & advisory, corporate, relocation, citizenship & residence by investment as well as trust services. With a proven track record advising family offices and ultra-high-net-worth individuals (UHNWIs) on financial planning, investment management, tax and estate planning. CSB Group is known for delivering high-quality, client-focused solutions. Dr. Cachia’s presence at the Congress further underscores the Group's commitment to delivering comprehensive, forward-thinking services to meet the evolving needs of clients across various sectors.

Attendees at the Step Global Congress will engage in discussions surrounding the transformative impact of artificial intelligence, the ethical responsibilities tied to stewardship, and how shifting attitudes towards wealth and evolving family dynamics are influencing client decisions. Key debates will focus on global harmonisation efforts aimed at safeguarding vulnerable clients, the challenges posed by the next generation of wealth holders, and the fight against economic crime. Additionally, the congress will examine the feasibility and impact of a global wealth tax. Under the theme 'Tomorrow's wealth – reshaping the conversation,' the event stresses the importance of leading change, not just adapting to it.

Dr Franklin Cachia looks forward to engaging in such thought-provoking discussions, furthering CSB Group’s dedication to staying at the forefront of industry trends. If you have any inquiries about our services or would like to schedule a meeting with our representative at Step’s 5th Global Congress, please don't hesitate to contact us either here or via email at [email protected].