Private Client

Ultra-High Net Worth

Events

The Art of Planning for Valuable Collections

Nonprofit Education Series
January 21, 2021 at 3:30pm5:00pm (PDT)

Cynthia Rowland will speak on "The Art of Planning for Valuable Collections."

Join us for a discussion of estate and philanthropic planning for art and other valuable collections. Topics to be covered include:

  • Collection ownership and management to protect the value of the collection (document, catalog, photograph, insure, and appraise the collection)
  • Overview of various philanthropic vehicles and their use in planning for acquiring, managing and disposing of art and other valuable collectibles
  • Discussion of disposition strategies (auction, private sale, museum, bequeath to family members)
  • Considerations for appraisals and valuations