Unlocking the Potential of Hidden Wealth: Managing Tangible Assets



Unlocking the Potential of Hidden Wealth: Managing Tangible Assets

3.30.2017 : 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




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