Trust begins with people

Meet our team.

A range of expertise, a shared commitment: to approach every appointment with care, professionalism and a long-term perspective.

Leadership

Guiding the company's growth

Rossano Vittorio Ruggeri

Chairman

With a degree from Bocconi University, awarded with honours, Rossano has extensive experience in administration, finance and fiduciary services, having held senior leadership positions within the Argos and Across Family Advisors groups. He currently serves as Chairman of AG Trustees.

Sabrina Numa

Managing Director

A consultant with a legal background, Sabrina works between Milan and Forlì and is listed on the Registers of Accredited Professionals and Professional Trustees and Protectors maintained by the Italian association “Il trust in Italia”. Formerly Managing Director of Argos Trustees, she is also an author, speaker and lecturer. She currently serves as Managing Director of AG Trustees.

Marco Montefameglio

Managing Director

A chartered accountant and statutory auditor based in Bologna, Marco is the founder and principal of Montefameglio – Mwealth. He specialises in trusts, international taxation, wealth management, succession planning and anti-money laundering compliance. He has authored numerous publications and regularly speaks at conferences and lectures on his areas of expertise. He currently serves as Managing Director of AG Trustees.

Team

Managing the day-to-day responsibilities

Beatrice Montefameglio

Middle office

A graduate of the University of Bologna, Beatrice is currently completing further studies in economics. As Head of Middle Office Operations, she oversees the day-to-day coordination of trust administration, working closely with the relevant professionals and maintaining direct relationships with clients. She also ensures the smooth running of operations and the effective implementation of the trustee’s decisions.

Coordination of trust administration and tax compliance

Sonia Franchini

Back office

An accounting specialist with twenty years of experience in trust administration, financial administration and accounting, Sonia currently oversees back-office operations, administration and accounting.

Corporate and trust administration, accounting, taxation and compliance

Ilaria Monetti

Back office

With a degree in Economics and Business, Ilaria has several years of experience in trust administration. She is currently responsible for back-office operations and trust accounting.

Trust administration, taxation, accounting and compliance

Michela Morigi

Back office

With a diploma in business and commercial services, Michela has ten years of experience in administration and accounting, gained while working at a chartered accountancy firm. She is currently responsible for back-office operations and trust accounting.

Trust accounting and compliance

Valentina Vitiello

Back office

With a degree in Economics and Business Management, Valentina is involved in back-office operations, administration and accounting, supporting the day-to-day management of administrative, accounting and operational processes.

Corporate administration and accounting

Silvia Vaccari

Administrative assistant

With a diploma in foreign languages, Silvia provides secretarial, organisational and administrative support. She manages electronic filings with the Chamber of Commerce and the Italian Revenue Agency, supporting professionals and colleagues in their day-to-day activities and helping maintain relationships with clients and external contacts.

Secretarial, administrative and organisational Support

Francesco Di Corcia

Tax affairs

A chartered accountant and statutory auditor, Francesco primarily provides corporate and tax advisory services to businesses and private clients. He specialises in tax matters, corporate restructuring and transactions, and trust taxation.

Tax matters, corporate transactions and trust taxation

Michela Astore

Back office

With a diploma in accounting, Michela has several years of experience in business administration. She is currently responsible for back-office operations and trust accounting.

Trust accounting

Of counsel