DESTINY COLLECTIBLES SCORECARD

Created to Help Collectors Assess Where They Are Across Ten Important Criteria

Our proprietary Collectibles Scorecard looks at where you are and where you ideally want to be in essential mindsets surrounding acquiring, preserving, cataloging, insuring, valuating and ultimately transferring your collectibles. Completing it will provide you with valuable insights that will help you protect yourself, your collection and your family, expose pain points to be worked on, and set into motion action steps you can work on with your trusted advisors to add to your peace of mind.

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We seek to deliver unique value. Recognizing that no two collectors are alike, our proprietary Scorecard will help you evaluate and “score” where you are with your collection across ten criteria, from acquisition to possible disposition. It will help you bring into focus your current situation, challenges, and opportunities, and gauge where you ideally want to be.

Your submitted Scorecard will be reviewed by a Destiny Family Office team member who is passionate about collectibles and who will then follow up with you to gain deeper insight into your purpose, goals and aspirations. Together with you, the appropriateness of next steps can be considered.

Your investment of 10-minutes to complete the Scorecard will provide you with insights into your collection and situation that may well be profound, and help you better understand how to protect your collectibles, yourself, and those you care about. It will also help you understand the importance of being current on your valuation, documentation, security, storage, and so forth, and of including your valuable collection in all of your planning.

Please evaluate yourself candidly, entering the number most closely aligned with your current thinking, situation and objectives.

Full Name*

First

Phone

Email*

Referred by? (if applicable)

Please provide a brief description of your collection*

How long have you been collecting, and what motivated you to start?*

Do you incorporate your collection into your overall wealth management plan?*

What do you consider your strengths and weaknesses are when it comes to managing your collection?*

What prompted you to complete a Collectibles Scorecard today?*

Would you like for us to contact you?*

Yes

Are there any specific areas you would like to discuss?*

Acquisition

Enter the number that best represents where you currently see yourself.

Acquisition*

You enjoy acquiring collectibles and are not really concerned whether they grow in valuation as an investment.

You would like your collectible assets to grow in valuation but don’t factor that into your acquisition decision-making.

You are intentional about wanting your acquisition to grow in valuation, but it doesn’t affect your ultimate buying decision.

While you may be passionate about your collectible assets, you also treat them as an investment, and intend to generate growth (returns).

Documentation

Enter the number that best represents where you currently see yourself.

Documentation*

You have no documentation (detailing the provenance and history of your collectible assets), that confirms their authenticity, value, and cultural significance.

Most of your collectible assets are correctly documented, and there’s a loose process to adjust for sales and purchases.

All your current collectible assets have the documentation to confirm their authenticity, value, and cultural significance, and you have a process to adjust for sales and purchases.

Valuation

Enter the number that best represents where you currently see yourself.

Valuation*

You have no system in place to monitor, maintain and document the value of your collectible assets.

A value was determined upon purchase of your collectible assets, but valuation has not been re-assessed.

Most of your collectible assets are properly valued and there is a loose process to update and record valuations.

All your collectible assets are current in their valuation and there is a process in place to consistently maintain and record updated values.

Insurance Protection

Enter the number that best represents where you currently see yourself.

Insurance Protection*

None of your collectible assets are insured.

Some or most of your collectible assets are insured, but don’t reflect adjustments in valuations, nor is there a process for doing so.

Your collectible assets are all insured, but valuations have not been adjusted, nor is there a process in place to do so.

All your collectible assets are fully and properly insured with a process in place to adjust values as necessary.

Storage

Enter the number that best represents where you currently see yourself.

Storage*

Your collectibles are not properly stored to protect their safety and value.

You are not certain your collectibles are properly stored, and need to be more intentional in protecting their safety and value.

Your collectibles are properly stored, but you haven’t evaluated the risk or impact of a catastrophic event, such as fire or flood.

All your collectibles are properly stored, and most foreseeable risks have been considered.

Security

Enter the number that best represents where you currently see yourself.

Security*

You’ve no formal security in place to safeguard your collectibles from theft in the setting in which you keep them or while transporting or shipping.

You have a basic security system, but know you should be doing more to protect your valuable collectibles.

You have a monitored security system, safes, use offsite storage, and are on heightened alert when transporting or shipping your collectibles.

You’ve taken every safety precaution, monitor access, do background checks, and use security professionals when transporting collectibles.

Family Awareness

Enter the number that best represents where you currently see yourself.

Family Awareness*

Your family is unaware of the extent of your collectible assets or their value.

Your family is somewhat aware you have a valuable collection, but are not aware of its value.

Your family is aware of the extent and potential value of your collectible assets, but are not informed about the specifics.

Your family is completely aware of both the extent and the value of your collectible assets.

Estate Planning

Enter the number that best represents where you currently see yourself.

Estate Planning*

Your estate plan is not up to date, and you’ve put no thought into including your collectible assets.

You have a current estate plan, but it doesn’t account for your collectible assets, family dynamics, or tax implications.

Your estate plan has been completed, it takes into account your collectible assets, family dynamics, and tax planning, but needs updating.

Your estate plan is up-to-date and ensures existing collectibles, family dynamics, and tax implications are all accounted for.

Transition Via Gifts While Living and/or at Death

Enter the number that best represents where you currently see yourself.

Transition Via Gifts While Living and/or at Death*

You have no plan for giving away all or part of your collectible assets to your heirs, museums, foundations or other beneficiaries during your lifetime or at death but are considering it.

You know you want to give all or part of your collection away during your lifetime or at death, but have no formal plan or timeline to do so.

You have a plan in place to give away your collectible assets while you’re living or upon your passing, but still need to gather or update the necessary documentation including valuation, provenance, COAs, etc.

You have a plan, a timeline, and all the necessary documentation in place to give away all or part of your collectible assets while you’re alive, or upon your passing.

Sale of Collection While Living and/or at Death

Enter the number that best represents where you currently see yourself.

Sale of Collection While Living and/or Death*

You have no plan for the sale of your collectible assets, or for protecting your best interests and those of your family/ heirs/beneficiaries at the time of a sale.

You know you want to sell all or part of your collectible assets, but have not formalized a plan, a timeline, or put together the documentation needed to do so.

You have a plan to sell all or part of your collectible assets while you’re living or upon your passing, but still need to update the necessary documentation including valuation, provenance, COAs, etc.

You have a plan, a timeline and all the necessary documentation to sell all or part of your collection, and lists of trusted ‘advisors’ to help protect your family/ heirs/ beneficiaries’ interests in case you pass prior to the sale.

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