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 better prospecting can lead to stronger client relationships

July 6, 2026 - Advisors should be just as intentional about finding the right client as clients should be about finding the right advisor, writes…

1 minute read

2026

How to prevent multigenerational households from descending into financial resentment

June 18, 2026 - When planned well, multigenerational households can lower costs, support childcare and elder care, and save for education, a down payment, or…

1 minute read

2026

For business owners, choosing the right mix of salary and dividends is all about flexibility

June 16, 2026 - Andrew Feindel considers two tax-effective income sources alongside salary and dividends: capital gains within the corporation and non-registered investments.

1 minute read