Webinars

Wealthy families often are collectors of art, cars, antiques, sports memorabilia, or other valuable items.

Yet advisors frequently overlook these assets, often with disastrous consequences.

Collections accumulated over a lifetime are auctioned off, fought over, sold into weak markets, or otherwise mishandled. Planning for keeping collectibles in the family and disposing of them tax-efficiently is wise.

In this webinar, you'll learn:

• Why advisors neglect collectibles planning are doing a disservice
• Unique tax and liquidity risks for clients with sizeable assets in collectibles
• How to include collectibles as an integral part of wealth management

Guest speaker Randy Fox is a founding principal of InKnowVision, LLC, a national consulting and marketing firm that develops wealth management and preservation strategies for clients of exceptional wealth. He is a director and faculty member of the InKnowVision Institute, which provides professional advisors with the advanced technical and interpersonal tools they need to attract and work successfully with high net worth clients.