collection legacy


Collection Legacy Planning
Are collector cars better than gold

Your Collection

You finish looking at your investment portfolio; some are up, some are down. You shrug your shoulders and move on. You take a look at your collection and you smile. You smile because your collection brings you joy, but beyond that joy, it holds value. The question is, what happens to your collection when you're gone? A recent study found that 81% of collectors plan to leave their collection to the next generation, but only 35% of heirs that will inherit a collection have an interest in it.

Protect Your Legacy

If you have family members that would appreciate and curate your collection while others would prefer to have the financial equivalent of your collection, there are options that could actually allow you to do both. A collection legacy plan is something that can help your family avoid any resentment that can come from certain individuals receiving physical assets over lesser or greater cash equivalents. It can also allow those that share your collecting passion continue the journey you started while still providing financially for your family. 

Why Work with Us?

A UBS study found that 66% of collectors have never discussed their collection with a financial advisor! Whether you collect art, cars, wine, firearms, stamps, coins, currency, comic books, trading cards, precious metals, or more, we can help you;

  • Quantify Your Collection as Part of Your Investment Portfolio
  • Protect Your Collection with Risk Management Strategies
  • Effectively Transfer Your Collection and Protect Your Legacy

Collection Legacy Process

  • Understand
  • Review
  • Plan


We start by simply understanding your goals.



In order to develop a custom strategy, we quantify your collection as part of your overall portfolio.



Your Collection Legacy Plan will allow you to protect and direct your collection. We will help you implement your strategy and provide additional resources along the way.

  • Alternative Strategies

    Very few, if any, financial advisors will factor in your collection when determining your asset allocation. This is no fault of their own, but a broader lack of information on collectibles and alternative investments. We take a proactive approach with collectors to ensure that your investment strategy factors in your collection value. 

  • Risk Management

    Whether you choose to insure your collection with an insurance company or self-insure, you need to know the value. Location also becomes a factor with irreplaceable items, specifically storing collectibles in different locations to protect from a total loss. A solid risk management strategy can help ensure your legacy lives on.

  • Legacy Plan

    Many collectors are not properly prepared for the inevitable transfer of their collection. A custom collection legacy plan will give you the peace of mind you deserve, knowing that your family will be taken care of and your collection will be cared for and curated through future generations.

News & Insights

Multi-Generational Wealth Management: Vanderbilts vs. Rockefellers

Names like Vanderbilt and Rockefeller cause many people to think of the vast fortunes both patriarchs amassed during their lifetimes. To the average American family, that wealth represents freedom for future generations. The value of your children and their children having access to capital to pursue virtuous endeavors like going to college, starting a family, and starting a business is immeasurable. This article will explore how you can plan a legacy that does just that.

Every RIA will need an Alternative Investment Advisor

High equity valuations resulting in declining stock prices, high inflation, and low bond yields. This puts advisors in a predicament if they are simply using a traditional stock/bond portfolio for their clients; take on more equity risk to replace portfolio income or lower their clients’ performance expectations. Due to a raging bull market over the past decade, advisors have not had to spend time in alternative investment markets. The times are changing, but is your RIA ready?

Think FAANG 2.0 says Merrill Lynch: Fuel, Aerospace, Agriculture, Nuclear, Gold/Metals

In a recent capital market outlook, Merrill Lynch said “Real assets and Alternative Investments, for qualified investors, continue to look like attractive options to help mitigate rolling volatility and escalating geopolitical tensions.” They go on to talk about current geopolitical risks and the market outlook for the foreseeable future. As far as we can tell, they have coined the term “FAANG 2.0”. Let’s take a closer look at this acronym and what it means for investors.