Publications
Integrating Art And Collectibles Into Holistic Planning
Ultra-high net worth (UHNW) clients face unique challenges due to the complexity of their wealth and family dynamics. Integrated, holistic approaches benefit both clients and advisors by addressing diverse needs, including the management of artwork and collectibles, and by fostering more effective, confident decision-making. integrated wealth planning isn't just beneficial—it's essential for today's ultra-high net worth clients who want to preserve, grow, and transfer their complete wealth legacy
Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art
If your client is an artist, collector, or inheritor of art, when it comes time to plan to sell or gift the art, sale at auction could result in half of the hammer price going to taxes and fees. Consider using the charitable status of organizations like the Center for Art Law or Charitable Trusts to help defer or avoid the tax.
Art and Art Funds as Alternative Investments
Common Client Tax Planning Problems Cheat Sheet
Although there are many new and interesting tax planning techniques, sometimes it is the tried-and-true standards that are overlooked, that may best provide the solutions to estate and income tax problems. Here is a useful list of estate planning scenarios and possible solutions.