🎙️Podcast: AI for Trustees - Addressing Fears and Managing the Transition Smoothly🎙️

Written By Frédéric Sanz

In this podcast, AI-generated hosts Logan, Jennifer, and John tackle the key challenges trustees and family offices face when integrating AI. Drawing inspiration from Intesa Sanpaolo’s forward-thinking approach, the conversation emphasizes strategic workforce upskilling, cost management, and preserving the human element in client relationships. With practical advice on overcoming change management hurdles, this episode equips listeners to adopt AI with confidence and clarity.

FIDUC-IA CORP: Mastering AI, Empowering Wealth

Frédéric Sanz

With over 20 years of elite financial expertise in Switzerland, I specialize in managing UHNWIs assets, leading high-performing teams, and driving innovation in wealth management. As a TEP, MSc., MAS, and Executive MBA with AI diplomas from MIT and Kellogg, I combine deep technical knowledge with strategic leadership for business growth.

A blockchain specialist, I deliver exceptional revenue growth while elevating client satisfaction. Fluent in Spanish, French, Italian, and English, I offer a global perspective, blending advanced AI-driven strategies with traditional wealth management.

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🎙️Podcast: AI-Powered Strategies: Safeguarding U.S. Situs Assets and Family Wealth Beyond Tax Traps🎙️