Incorporating tangible assets as a component of financial planning and reporting helps clients understand how to employ their full balance sheet into life goals. Our expertise enables financial institutions to better serve their clients by constructing a long-term plan for integrating art & collectibles into key life milestones.
In working with Capco, we can provide guidance on the following key areas:
• Art expertise & advisor workforce development
• Bespoke planning tool integration
• “Digital Art Assistant” integration
• Asset allocation strategy.
To find out more about how we can help you with goal-based planning and reporting, please contact: