Unlocking the Potential of Hidden Wealth: Managing Tangible Assets

Anita Heriot, President of Pall Mall Art Advisors, helps Certified Public Accountants and Certified Financial Planners develop an understanding of the importance of planning for and insuring a client’s valuable tangible assets.

In her presentation, Anita discusses:

• How the expanding global art market affects the value of tangible assets
• Understanding the appraisal process and how value is determined
• Using art as collateral
• IRS guidelines and tax implications for tangible assets
• How to monetize tangible assets and increase assets under management
• Understanding risk management strategies for tangible assets