Session Description

Only half of high-net-worth Americans’ assets are stocks, bonds, mutual funds and other liquid investments. The other half consists of real estate, interests in privately-owned businesses, life insurance, artwork, mineral interests and other “unique assets.” Unique assets pose predictable challenges to their owners, yet surprisingly few advisors offer solutions. In this presentation, Brad Davidson, the author of the “Unique Asset Road Map,” will identify the services unique asset owners value, and will argue that by offering them, advisors distinguish themselves from their competitors, attract new clients and grow assets under management.

Biography

A principal with Spardata and managing partner of Unique Asset Partners LLC, Brad Davidson has more than 25 years’ experience valuing privately owned businesses, limited partnerships, oil and gas interests and other hard-to-value assets. In 2014, Davidson wrote the “Unique Asset Road Map.” His firms offer management services to those who choose not to manage unique assets themselves and consulting services to fiduciaries seeking to reduce their unique asset-related risk and increase profits.

Spardata
12 West Madison St.
Baltimore, MD 21201 United States

Email: bdavidson@uniqueassets.com
Phone: +1 240-553-1100 x107
Website: www.uniqueassets.com
Twitter: @spardata

<