Legacy Planning for Collectors

Legacy Planning is the important opportunity to shape a collector’s legacy during their lifetime while creating meaning and lasting purpose through their collection.  By documenting, exhibiting, and publishing their collection as well as placing works with institutions, collectors give the gift of connoisseurship now and tomorrow.  While strengthening their artistic impact they also relieve their loved ones of the difficult task of organizing an archive, inventory, or collection.  Simultaneously, we create opportunities for recognition and appreciation by providing the public and art historical community with scholarship and access to the artwork for generations to come.  Through a process of discovery, as well as specific action steps, strategizing a plan can be both enlightening and empowering.  We guide collectors and their families through the legacy planning process helping them solidify plans for the future and while reaching milestones today.

Shaping how you and your collection will be remembered, we help create the foundation for your legacy in your lifetime through comprehensive offerings including:

We can focus exclusively on creating a plan, involving a strategy and roadmap, for a collector to follow independently.  For more robust support, we can create as well as implement a plan, playing a more active role in legacy creation and management.