Library & Resources
Family Wealth Report Family Office Investment Forum 2025
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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
Matthew Erskine’s Published Articles
Who we work with
Richard Narva, Founder & Senior Advisor, Family Business Governance, Succession
Narva & Company LLC
Phone (617) 694-2491
P.O. Box 600786
Newton, MA 02460
John L. Talvacchia, Esq. M&A, Corporate Attorney & Partner
Eckert Seamans Cherin & Mellott, LLC
Phone (617) 342-6899 Email Website
Two International Place International Place
Boston, MA 02110
Nicholas Cantrell, CFP, ChFC, CLU, CSRIC
Green Future Wealth Management
Phone (978) 333-2144 Email Website
10 Cedar Street
Worcester, MA 01609
Robert Charron, CPA, Partner, Tax Dept.
Friedman LLP
Phone (212) 842-7627 Email Website
One Liberty Plaza
165 Broadway, 21st Floor
New York, NY 10006