Art Meets Wealth Planning Event

Klingenstein Fields Advisors (KF Advisors) recently hosted an event at which our clients and business partners heard from a trio of knowledgeable experts on the intersection of art and investing. Marjorie Mayrock, a private art consultant and owner of Mayrock Art, provided views on what to look for when collecting art. Stephanie Diamond, a Managing Director at Schwab Charitable, discussed using art to fulfill philanthropic and legacy goals, and Lawrence Shindell, Chairman of ARIS Title Insurance Corporation, pointed out the importance of understanding and protecting both the provenance and the title of one’s art. KF Advisors’ own Lacey Johnson, Director, Wealth Advisor and Shomari Gilyard, Director, Wealth Planning, rounded out the conversation with perspectives on including multiple generations into the family’s mission and objectives around art and an explanation of how KF Advisors incorporates art as an integral component of the wealth planning process.


Speakers: Marjorie Mayrock, Stephanie Diamond, Lawrence Shindell, Lacey Johnson, Shomari Gilyard

Our thanks to all who were able to attend this informative evening. The collection and disposition of art can be a highly personal and potentially emotional decision, particularly as you balance your art collecting goals and objectives with the desire to leave an enduring legacy.


The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.