| November 2013 | |
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Breakthroughs in Managing Tangible Assets: Completing the Picture of Wealth |
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Tangible assets, such as fine art, wine, jewelry, antiques, and classic cars, have finally been recognized as an asset class in their own right. But poor documentation and valuation often create insurance, tax, and estate planning issues for wealthy families. This white paper explores the challenges of tangible asset management and presents seven steps for addressing them, including opportunities for wealth advisors to enhance the service they provide to clients. |
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