Managing the Legacy of the High-Profile Client

THURSDAY, JANUARY 7, 10AM PST / 1PM EST

Whether a client is a major sports figure, a celebrity, a politician or a founder of a notable company, it is inevitable that over their lifetime he or she will accumulate objects and documents of significance.

This webinar will focus on developing a strategy for managing their legacies and archives.

TOPICS DISCUSSED

  • How do you value and manage archival material associated with
    a high profile client?
  • Are there tax opportunities and strategies what would benefit a high profile client’s legacy?
  • How do you develop a long term collections management strategy for the memorabilia and archival materials associated with the high profile client?