Executive Workshops

 

Executive Planning Workshops 

Fine Art Wealth Management offers Art Wealth 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 exclusively 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.  

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:

  • Target market and client profiling
  • New fee earning opportunities from managing art wealth
  • Alignment with your core business
  • Sponsorship and education
  • Benefits to client acquisition and retention
  • Evaluation of a client's art holdings
  • Critical implementation challenges

Who will benefit?

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