Equity, fixed income and alternative asset classes performed well during the Q3. Equities extended their advance, and fixed income delivered positive returns despite a complex macroeconomic backdrop.
For many families, collectibles represent both significant financial assets and deeply personal legacies. Members of the Atlas Meridian team have been obsessively collecting for decades so the topic of intelligent planning around legacy is near and dear. In this think piece, we explore how proper documentation and valuation of collectible assets can dramatically improve estate planning outcomes, reduce family conflicts, minimize tax exposure, and optimize philanthropic impact through the Collector's Intelligence Quotient (CIQ) approach.
Building financial security while staying true to your creative vision. A practical guide to designing the retirement you deserve.