Family Wealth Report Family Office Investment Forum 2025

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Notes and documents from the Family Wealth Report Family Office Investment Forum 2025 for the Panel Discussion: You’re dead! Now, what happens to your prized collectibles?, by Matthew Erskine.

Notes and documents from the Family Wealth Report Family Office Investment Forum 2025 for the Panel Discussion: You’re dead! Now, what happens to your prized collectibles?, by Matthew Erskine.

Table of Contents

The Top 10 Things any Advisor Should do to Better Serve a Collector & The Top 10 Things a Collector Should do to Better Use an Advisor.

Checklist for Creating an Inventory for an Unmanaged Collection

Succession Planning Checklist for Family Offices Managing Collectibles

Case Studies: Artwork & Collectibles

Best Practices for Each Case Study

Checklist for Succession Planning for an Artist Monetizing Their Self-Created Works

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