For wealth advisors
Art research and collection management, under your firm’s name. Your clients can explore, evaluate and document their art. Your team gets the context to advise them, with the level of preparation you choose.
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A collection carries financial value and personal meaning. Understanding it gives your firm a fuller picture of the client, and a reason to know the next generation.
The estimated average share of clients’ wealth held in art and collectibles, based on Deloitte and ArtTactic’s 2025 wealth-manager survey.
Egon brings together holdings, valuations and supporting records for the planning conversations you already have.
Of collectors with more than $100,000 in art described themselves as passionate about passing it to the next generation in Bank of America’s 2024 study.
Help clients document what they own and introduce the next generation to collecting through your firm.
Give every client Egon. Choose how much support comes to your team, from staying informed to preparing for an acquisition. Set the approach for your firm, then adapt it to each relationship.
Your client explores with Egon. You have the collection context and developments worth knowing.
When a client considers a work, Egon prepares the research and questions for a considered conversation.
For a more active role, Egon outlines a possible approach. You and your client decide how to proceed.
One client may need a light touch; another, a closer conversation. Your firm can offer both, and adjust as the relationship develops.
Egon connects what is happening in the art market to the collection your client actually owns.
Ask about a holding, prepare for a meeting, or draft a follow-up. The client’s collection and your chosen level of involvement stay in context.
Client preparation
A conversation about her collection
Margaret holds two works by George Condo, including Rainbow Bridge.
How she feels about the works she owns, and whether she is considering another acquisition.
The dates and supporting records behind the current valuations.
Client email · draft for review
To Margaret Aldrich
Margaret,
It was good to talk about the collection. I’d like to bring the records for your Condo works up to date before our next review.
Could you share the most recent valuation documents for the two works, including Rainbow Bridge? That will give us a useful starting point for the conversation.
After the meeting
Margaret Aldrich · advisor notes
“Margaret wants to spend more time with the works she owns before adding to the collection.”
Acquisitions on hold while she reviews the existing collection.
You confirm a suggested preference change before it becomes part of the client’s profile.
For your clients
Clients ask Egon about an artist or work and get sourced answers, considered against their taste, collection and budget.
A photo from a fair or an auction lot starts an evaluation of the work, its price and its fit with the collection.
Discovery follows the client’s interests, including emerging artists. The daily briefing keeps them close to auction results, gallery moves and museum news.
Holdings, valuations and supporting documents together, with records for insurance, tax and estate conversations.
For your team
Weekly conversation starters connect market developments to each client’s holdings. When nothing relevant has changed, Egon says so.
See a summary of client activity, ask Egon across your client book, and prepare a brief for the person you are about to see.
Client email drafts and meeting notes keep the conversation moving. Suggested preference updates come back to you for confirmation.
Quarterly collection reviews and documentation give your clients and their other advisors something useful to work from.
The same Egon, at the desk, in a gallery or at a fair.
Clients enter through your firm’s co-branded experience. Reviews and reports carry your masthead, with Egon identified as the research source.
An estate attorney needs an inventory. A CPA asks for purchase records. Your firm has a documented collection to work from, and a useful role in the conversation.
We set up your firm’s experience and invite your clients. Getting started doesn’t require an IT integration project. Egon also runs client education sessions as part of onboarding, helping your clients get comfortable using Egon.
Prepared by Egon
for Whitfield Partners
Your team sees holdings, valuations, research and a summary of the client’s preferences and activity.
The client’s private chats, questions and notes stay out of advisor views.
Advisor actions and access to client data are logged with identity and time, with exports for compliance review.
Technical methodology papers are available for your diligence review. Clients can export their data when they leave.
One annual fee covers every advisor and every client at your firm.
See the client experience, your team’s preparation and your firm’s setup in a 30-minute walkthrough.
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Artwork credits appear alongside each image. Copyright, where applicable, remains with the respective rights holders. For image credit or removal requests, write to frank@egon.art.