Collecting With Confidence

Collecting with Confidence Episode 4: Legacy Through Art - Planning, Family, and Philanthropy

Wealthspire Advisors Season 1 Episode 4

In this episode of Collecting with Confidence, Oliver Pursche is joined by Heather Flanagan, Managing Director, Head of Family Office Services, and Elizabeth Summers, Director of Wealth Strategy, Family Wealth, to explore the intersection of art collecting, family dynamics, and estate planning. They discuss the emotional and financial significance of art collections, the importance of communication across generations, and how to structure ownership and philanthropy around valuable assets. With real-world examples and practical advice, this conversation is a must-watch for collectors and families navigating the complexities of legacy planning through art.


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Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.