Join us for a roundtable discussion about the tax and planning implications when considering your clients’ art on walls and on balance sheets.

FEATURING

Anita Heriot
President
Pall Mall Art Advisors

Ramsay H. Slugg
National Wealth Planning Strategist
U.S Trust

ABOUT THE SPEAKERS

Anita is President of Pall Mall Art Advisors. A member of the Appraisers Association of America and USPAP certified, she has testified as a specialist witness in major court cases involving art valuations and regularly lectures on topics relating to art, collection and appraising. Ms. Heriot grew up in a family of Art Collectors. A graduate of Bowdoin University with advanced degrees from the University of London and NYU, she started her career at Sotheby’s of New York. After several years as an independent appraiser, she joined Gurr Johns as an appraiser in their New York office. She was formerly head of the British & Continental furniture and decorative arts department and appraisals department for Samuel T. Freeman & Company in Philadelphia.

Ramsay is a Managing Director and a member of the National Wealth Planning Strategist Group at U.S Trust, Bank of America Private Wealth Management. In this role, Ramsay provides specialized tax and financial planning services to high and ultra high net worth clients in the area of wealth preservation and legacy building, trust and estate planning, business succession, retirement and philanthropy. Prior to that, Ramsay was the National Practice Director of Bank of America’s Philanthropic Management group where he was involved in both client and internal strategic planning and product development for the bank’s charitable practice. Ramsay has also served as Adjunct Professor at Texas Wesleyan University College of Law in 2011 as well as Texas Christian University from 1995 – 2010. He is a frequent speaker and author on charitable, tax, and financial planning topics. Ramsay received a J.D degree from the Ohio State University College of Law and an undergraduate degree from Wittenberg University. Ramsay does not provide legal or tax advice in his role at U.S Trust.