The great stuff transfer: How to help clients pass on collectibles

The Globe and Mail
April 13, 2026.

Sascha Isaacs, Senior Portfolio Manager at Richardson Wealth, cites a report finding that more than 60% of collectors planning to pass down their art collections haven’t had a meaningful conversation with their heirs.

Collectibles are difficult to value and hard to sell, and often carry significant emotional meaning and personal history. They also complicate estate plans and can create family disputes.

Advisors can play an important role in heading off tension.

*Globe advisor subscription required.

Related articles

2026

How a discretionary PM has managed resurgent global markets

March 25, 2026 - Francis Sabourin shares why his approach is much more geared towards business fundamentals than specific regional themes.

1 minute read

2026

From retirement to rewirement: Why working past the age of 65 is becoming normal

March 24, 2026 - Alexandra Horwood writes that stopping work at 65 is becoming less common for many Canadians – making a formal retirement plan…

1 minute read

2026

The 5 blind spots many successful families don’t see coming

March 17, 2026 - Lynn MacNeil writes that as clients' wealth grows, complexity increases, creating blind spots which many successful families don't see coming.

1 minute read