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Executive Strategy Planning Workshops
Fine Art Wealth Management (FAWM) offers Executive Strategy Planning Workshops on how wealth management firms can best position an art offering to support their overall value proposition.
Our approach includes hosting an Executive Planning Meeting exclusivey for your firm prior to the session to customize the session agenda and gain consensus on the session objectives.
Each workshop is tailored to provide you with an in depth look at how a new generation of wealth is emerging for which art is increasingly becoming an important component of their alternative investment strategy to put under the care of their wealth managers.
Equally important, wealthy individuals are moving away from an emphasis solely on investment management and toward an increased focus on using their wealth to realize what they define as a richer and more fulfilling life.
Emgaging private clients through exclusive and intimate cultural events can be of immediate and practical benefit to wealth managers by deepening client relationships and enhancing client retention.
This strategic planning workshop focuses on how leading edge wealth managers can generate new fee earning opportunities by applying their core competencies in asset management, alternative investment, wealth structuring, specialized lending and financial planning for art assets.
Wealth management executives will gain an understanding of:
- Competitive landscape for art banking
- Target market and client profiling
- New fee earning opportunities
- Alignment with your core business
- Sponsorship and education
- Benefits to client acquisition and retention
- Evaluating a client's art holdings
- Critical implementation challenges
- Risk management
- A comparative look at art banking models
Who should attend?
Private banks, family offices, private client law firms, investment management boutiques, trust and estate planners.
Why attend?
Establishes a forum for knowledge sharing and information exchange. Explores new opportunities for revenue growth and service differentiation while serving as a catalyst for strategic planning.
Contact:
For further information on how to arrange for a dedicated Executive Strategy Planning Workshop for your firm including hosting an executive planning meeting prior to the session to customize the session agenda and gain consensus on the session objectives please contact courses@fineartwealthmgt.com
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