Archford Capital Strategies presented at 2024 MOKAN Trust & Financial Services Conference this week! Our very own Jeffrey Keiser, Director of Family Office Services, delved into the intricacies of managing diverse assets. From timeless collectibles to assets like artwork, alcohol, firearms, coins, pets, and pet trusts, Keiser discussed the crucial role Trustees play in estate planning. 🏺🖼️ 🐶
Understanding regulatory considerations and aligning with client intentions is not just a duty but an art. Jeff's insights shed light on effective strategies for unique assets that ensure one’s legacy is preserved exactly as they envision.
Curious to learn how these insights can be applied to manage your unique assets? Our team at Archford is here to guide you through the complexities of estate planning, ensuring your treasures, both digital and tangible, are well cared for.
#EstatePlanning #Trustees #UniqueAssets #Archford #TakingCareOfFamilies
Disclosure Statement: The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Archford cannot guarantee the accuracy of information from third parties.
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