Customized strategies individual collectors & enthusiasts
As a collector, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the twisting roads and opportunities before you. As your financial guide, we help you further your collection and hobby by giving you the confidence to focus on what you have passion for.
You’ve earned the opportunity to enjoy your collection and act as a steward in your automotive passion. Like most collectors and enthusiasts, you’ve learned that your personal life and automotive passion may intertwine in ways you had not anticipated. As your guide, we help you see the next turn in the road – important things like passing on the collection to the next generation, vehicle related charitable endeavors, and helping ensure your collection will be funded to last a lifetime.
We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your automotive collecting related goals. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.
Services Include
- Tailored Wealth & Investment Management to Individual Collectors and Enthusiasts
- Coordination of Classic Car Insurance Providers
- Automotive Related Estate Planning
- Automotive Related Charitable Giving
- Coordination of Third Party Collection Valuations Services
- Risk Management
- Banking & Lending Solutions
- Insurance & Annuities
