Beyond Stocks and Bonds: Navigating the Wild World of Unique Assets

From guns to granddad’s boat, from digital wallets to the family ashes—unique assets don’t fit neatly into a file folder and include the occasional “wait – we’re responsible for that?”

This fast-paced session dives into the world of extraordinary items and the extraordinary responsibility of administering them. We’ll unpack the legal twists, the practical hurdles, and the surprising risks that come with administering items that don’t fit the standard checklist. If it’s weird, sensitive, or legally challenging, we’re covering it so you can walk away with real-world strategies, compliance essentials, and a fresh perspective on what it truly means to manage “everything else.”

About Our Presenter: 

Presented by a panel including BMO Bank and Leslie Wright