Private Wealth White Papers



October 2013  

Retire with Confidence: How to Structure
a Personal Insurance Program

Financially successful couples and individuals in or near retirement face some of the most complex decisions about insurance at any time in their lives. To help financial advisors and their clients choose a course of action, this white paper presents 13 steps to strengthen wealth protection and reduce expenses when working with an independent agent or broker on a personal insurance program.

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November 2012  
Art Storage: More than Just Art Christie's Fine Art Storage Services

The term "art storage" is something of a misnomer as it is not solely focused on the storage of paintings and sculpture. Art storage applies to the safekeeping and preservation of a wide variety of property, everything from prints and jewelry to couture fashion and furniture. This paper details seven crucial characteristics you should seek in an storage provider for valuable property.

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