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The Evolution of Art and Finance Services in Wealth Management
Speaker(s): Donald A. Poster, Phillip Ashley Klein
Recorded at: Art New York 2016

The Evolution of Art and Finance Services in Wealth Management

The head of Deloitte’s Art & Finance Practice in the US and an insurance expert from Alliant Americas will look at collectors’ needs, with focus on monetizing, partnering, transferring and protecting one’s collection.

Talk Details

Given the evolution of art services within the wealth management sector, they will provide insight in to the services available to increasingly financially cognizant collectors and how to take advantage.

Participants will learn about:

  • Monetising – why and how to turn your Fine Art Collection into a working asset
  • Partnering – how to make your Fine Art Collection more visible
  • Transferring – how to maintain a Fine Art Collection through generations and/or time
  • Protecting – how to protect and preserve the integrity of your Fine Art Collection

Please take note that this session took place live during the 1AN Symposium at Art New York.

   

Speaker Details

Donald A. Poster

Don is an Assistant Vice President with the Alliant Private Client Group where he works as personal risk advisor for HNW individuals, family offices, private equity executives, and large fine art collectors. He has consulted on and placed insurance coverage for personal fine art collections ranging from $10 Million – $5 Billion in value. Prior to joining Alliant, Don worked in a similar capacity with Crystal & Company. Don earned a Bachelor of Arts in English Literature from Haverford College in Haverford, PA.

Phillip Ashley Klein

Phillip Ashley Klein, spearheads Deloitte’s Art & Finance Practice in the U.S. The group’s offerings – which span Deloitte’s consulting, tax, audit and advisory businesses – delivers creative solutions to the individuals and institutions at the crossroads of business, finance and the arts.

Klein helps his clients with their customer and growth strategies, operating model transformation, and work around mergers and acquisitions. He serves the firm’s investment management clients globally, which includes asset and wealth managers, private banks, hedge funds, family offices, as well as art-business ventures.

Most recently, he has helped lead research efforts around “robo-advisor” disruption and art as an asset class, with a concentration in the burgeoning art fund market and growth in art secured lending. Phillip is an alumnus of Morgan Stanley and Citi, and read Management and Finance at Loughborough University in the United Kingdom.

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