Modern wealth management can no longer be limited to financial assets alone. Ignoring valuable objects — works of art, jewelry, watches, watches, collections or significant movable assets — is tantamount to accepting a partial and biased vision of one's global heritage.

‍

However, these objects represent economic, insurance, emotional and sometimes strategic value. Not integrating them into a global wealth approach means missing out on key issues: insurance, transmission, arbitration, valuation or protection.

‍

Sharing a structured inventory of valuables with a heritage advisor makes it possible to adopt a a more coherent, more strategic and more sustainable approach. This facilitates dialogue, refines decisions and places movable assets in a global asset vision, in the same way as other asset classes.