ISA Conference: Working with High-Net Worth Clients, their Collections and their Insurance Carriers

Todd Sigety, Assets 2017

In addition to my joint presentation with Cindy Charleston Rosenberg about Readily Apparent Identity Disclaimers at the ISA Annual Conference in Pasadena, CA (Assets 2018 March 9-12) I also have the honor of moderating a break-out session on Sunday afternoon titled The Intersection of Appraising and Wealth Management: Working with High-Net Worth Clients, their Collections and their Insurance Carriers

I have the pleasure of moderating the presentation of two special Assets 2018 guests from AIG Insurance Private Client Group, Danna Kay, AIG Director Western Zone, Art Collection Management, Los Angeles, California and Barbara Chamberlain, AIG Director, Art Collection Management, Miami, Florida.

I was scheduled to be on a panel with Barbara Chamberlin at the Domestic Estate Management Association (DEMA) conference in Florida in September, but due to hurricane Irma, the conference was cancelled. I am excited about this second opportunity to discuss with Barbara and Danna about appraisers working with insurance companies and their high net worth and ultra high net worth individuals when insuring important collections.

The discussion topics with include

• Properly prepared appraisal reports for high value objects
• For high value object appraisal do the insurance underwriters and reps look for included comps
• How to approach private client representatives
• How the AIG Private Client Group operates beyond insurance
• Appraisal updates and market fluctuations
• Dealing with private sales and lack of transparency
• Confidentiality
• Damage claims
• and more

As you can see from some of our discussion topics and planning, this will be a program of interest to many appraisers, and particularly for those who value high dollar objects or who are seeking to do more private client, HNWI/UHNWI type of assignments.

Please come to the International Society of Appraisers Annual Conference, Assets 2018 and join us for this interesting discussion on Sunday afternoon 2:25 to 3:40 pm, break-out session C. For the full program and information on registration, travel and special events, click HERE.

From the ISA Assets 2018 conference program

The Intersection of Appraising and Wealth Management: Working with High-Net Worth Clients, their Collections and their Insurance Carriers

This session focuses on the holistic approach required for the collaboration and scope of services, solutions and expertise required for HNWI clients, from archiving to collection management, from insurance to claims.

Moderator:

Todd Sigety, ISA CAPP

WSA Appraisals, The Appraisers Workshops, Alexandria, Virginia

Presenters:

Danna Kay

AIG Director Western Zone, Art Collection Management, Los Angeles, California

Barbara Chamberlain

AIG Director, Art Collection Management, Miami, Florida

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