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Unlocking the Potential of Hidden Wealth: Managing Tangible Assets

Gillis, Ellis & Baker

Wednesday, September 27, 2017 from 8:30 AM to 10:30 AM (CDT)

Unlocking the Potential of Hidden Wealth: Managing...

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Unlocking the Potential of Hidden Wealth: Managing Tangible Assets Sep 26, 2017 Free  

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Event Details

When are valuable objects considered appreciating assets? How does the expanding global art market affect the value of fine art, collector cars, memorabilia, wine, silver, jewelry and other collectibles owned by clients? What factors influence the value of objects? During the past several years, fine art and collectible markets have been in a continuous state of evolution expanding into new countries and to new purchasers across the globe. Due to the increased number of international buyers, tastes and desires have broadened. As a result, the value of fine art, jewelry, vintage cars and collectibles have fluctuated tremendously over the past decade due to changes in consumer demand. Many personal collectors remain unaware of the value changes and as a result, their personal assets are not adequately protected nor managed.

This presentation will educate the wealth community on the state of the art and collectible markets. The wealth community will also develop an understanding of the importance of planning for and insuring a client’s valuable tangible assets. The major themes of the course include:

  • How the expanding global art market affects the value of tangible assets
  • Understanding how value is determined and the appraisal process
  • 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

Who Should Attend: All financial planning and wealth management professionals. (CE credit for CFP’s)

Presenters: Colleen Boyle, Senior Vice President-­‐Pall Mall Art Advisors, Anita Heriot President-­‐Pall Mall Art Advisors, and Kate Molets-­‐Southeastern Regional Manager-­‐Pall Mall Art Advisors 

CE Credits: 1.0 for CFP’s

Registration, breakfast & networking will begin at 8:30 am. The seminar will begin at 9:00 am and will last until approximately 10:30 am.

Location:
Gillis, Ellis & Baker - Training Room
1615 Poydras St., Suite 700 (The entire 7th floor)
New Orleans, LA 70112

Parking:
Validated parking is available in the parking garages at 1615 Poydras and 1555 Poydras. Metered street parking is also available. You can access the 1615 Poydras parking garage at the rear of the building on Perdido St.

Questions? Contact:
Amanda Graves
agraves@gillis.com
(504) 619-1043

This seminar is free; however, registration is required.

Have questions about Unlocking the Potential of Hidden Wealth: Managing Tangible Assets ? Contact Gillis, Ellis & Baker

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When & Where


Gillis Ellis & Baker Inc
1615 Poydras Street
Suite 700
New Orleans, LA 70112

Wednesday, September 27, 2017 from 8:30 AM to 10:30 AM (CDT)


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Organizer

Gillis, Ellis & Baker

Founded in 1933, Gillis, Ellis & Baker is in its fourth generation of providing for the insurance and risk management needs of the families and businesses of the Gulf Coast. Locally owned and headquartered in New Orleans, the firm offers commercial insurance, personal lines, employee benefits, captives, and risk management services. GEB is the exclusive New Orleans affiliate of Assurex Global, a highly selective worldwide network of agencies providing access to international coverage in addition to local, intimate service. Learn more at www.gillis.com.

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Unlocking the Potential of Hidden Wealth: Managing Tangible Assets
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