Lifestyle and Legacy Harmony
Challenge
They were concerned about the security and proper maintenance of these assets and about passing on their collection in a way that honoured their family’s cultural interests.
Solution
We developed a comprehensive strategy that combined lifestyle management with wealth preservation. This included engaging specialists for property maintenance, implementing high-level security protocols, and creating a detailed estate plan for the art collection. We also coordinated with experts in the art world to evaluate and acquire pieces that complemented the family’s vision.
Results
The client experienced peace of mind knowing their properties were well-maintained, secure, and optimised for tax purposes. The art collection, valued at over $50 million, was preserved through strategic planning, ensuring that future generations could enjoy it. Additionally, the estate plan incorporated specific provisions for a public exhibit, allowing the family to share their cultural legacy with the community.
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Our track record is built upon the unique successes of our clients. Our bespoke approach and dedication have made a difference in the lives of the families we work with.
