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The Art Succession Advisory
Council™
is a
joint venture between Michael Mendelsohn’s The Briddge
Group and InKnowVision®,
LLC.
This exciting strategic
alliance—the first of its kind in the world—provides fee-based consulting services to
collectors, attorneys, accountants, financial
planners, museums, colleges and
universities, and any individuals or
groups wanting to structure or advise in the distribution of Fine Arts, Antiques and Decorative
Arts, and
Collectibles.
The Briddge
Group is the premier art succession planning firm in the country, comprised of experts who
work in full partnership with individuals and wealth advisory teams. Our strategists have dedicated
a lifetime to developing best practice programs to help keep collections intact, to develop the
most tax efficient distributions to heirs, and to create philanthropic opportunities with maximum
impact.
InKnowVision®
is a national consulting
firm and the leader in the design and
development of wealth transfer planning and tax solutions for affluent
families. InKnowVision® serves financial advisors, CPAs,
insurance professionals, and
attorneys in advanced wealth planning, helping clients protect and preserve
their wealth and
wisdom.
Michael
Mendelsohn
Michael Mendelsohn formed The Briddge Group to create
specialized family philanthropic opportunities, to help fellow collectors become aware of their
ability to keep collections intact, and become an advocate to collectors and their advisors to
develop more tax efficient art distributions to heirs and art-related institutions. He is an art
collector, philanthropist, lecturer and author on inheritance planning and preservation of
assets.
Mr. Mendelsohn’s innovative inheritance planning strategies
for art and antique assets have been featured in Trusts and Estates, Art of the Times, Art &
Antiques, Fine Art & Antiques, and Wealth Management Business magazines. He has been quoted in
articles in The Wall Street Journal, The Financial Times, Business Week, The NY Post, Forbes and
Worth.
He is a frequent continuing education presenter on lifetime
and postmortem planning strategies, with a background in accounting, taxation and philanthropic
studies.
As philanthropists, Mr. Mendelsohn and his wife, Gael, have
gifted key pieces to the Museum of American Folk Art, the Philadelphia Museum of Art, The Milwaukee
Museum, the Smithsonian Institution and the High Museum of Art. Their collection is chronicled in
“The Intuitive Eye,” a book prepared in conjunction with the 2000 New York exhibition “Masterpieces
from the Mendelsohn Collection." The successful application of Mr. Mendelsohn’s strategies to his
own private collection is a key reason why Michael and Gael were recognized by Art & Antiques
as one of America's Top 100 Collectors.
Additionally, Michael is the author of “Life is Short, Art is
Long – Maximizing Estate Planning Strategies for Collectors of Art, Antiques and Collectibles,”
which recently received the prestigious Axiom Business Book Award for personal
finance.
Randy Fox
BUSINESS HISTORY
A third-generation entrepreneur, Randy is a
founding principal of InKnowVision, LLC, a national consulting and marketing firm that
develops management and preservation strategies for clients of exceptional wealth. He is a
director and faculty member of the InKnowVision Institute, which provides professional
advisors with the advanced technical and interpersonal tools they need to attract and work
successfully with high net worth clients. Randy also works directly with individuals and
families in his role as President of Wealth Strategies Counselors, Inc. Randy is a nationally
known wealth strategist, philanthropic estate planner, educator and speaker dedicated to
helping individuals, professional advisors, charitable institutions and planned giving
organizations do well while doing good. His collaborative approach facilitates clients’
ability to preserve and transform wealth in ways that honor their goals and passions while
passing values, responsibility and stewardship ethics to their heirs.
EDUCATION AND PROFESSIONAL
ACCREDITATION
Randy is President of the Board of the
International Association of Advisors in Philanthropy. He serves on the Advisory Council of
The Capital Trust Company of Delaware, and the Board of Directors of the Suburban Chicago
Council on Planned Giving. He is also active in the Financial Planning Association, and the
Chicago Council of the National Committee on Planned Giving. Randy is a Fellow of the Esperti
Peterson Institute for wealth strategies research and education, and is a guest instructor
for the John Marshall Law School LLM Program and the Illinois Institute of Continuing Legal
Education.
PRESENTATIONS
Randy has an exceptional ability to make even the
most complex and technical material clear and relevant. And his enthusiasm, warmth, and
famously wry offbeat humor create a relaxed, fun environment for learning. Presentations to
national groups of tax attorneys include: Alternatives to FLPs in light of Strangi and
Kimball, Southern California Institute, San Diego, 2005
BOOKS AND PUBLICATIONS
Randy has served as co-editor in chief of the CCH
Journal of Practical Estate Planning, and has authored its regular “Money and Meaning”
column. He has also been a contributing editor for Cutting Edge Current magazine, and
contributing author for the book Giving: Philanthropy for Everyone. Randy's articles and
advice have appeared in Worth Magazine, Research Magazine, The Illinois State Bar
Association’s Of Counsel, the Chicago Daily Law Bulletin, Law Firm Benefits, and The American
Medical Association’s News.
Paul
Klein
Paul Klein is a long-time art advocate and consultant. He served as the art
consultant and curator for the recently completed expansion of McCormick Place, where he used
solely Illinois artists and Illinois-specific works for the permanent installations. Mr. Klein
previously owned and operated Klein Art Works, which helped develop the River North and River West
areas of Chicago into diverse art hubs.
For the past 4 years, Klein has been writing and distributing ArtLetter, an
online examination of art in Chicago. He previews exhibitions and encourages readers to broaden
their horizons by embracing unexpected quality, new venues, dynamic artists and strong
exhibitions.
Mr. Klein’s long-term contributions to the city of Chicago were acknowledged by
the Chicago Society of Artists when he was selected as their “2006 Man of the
Year.”
David Frohman
David Frohman, National Director of Business Development has a background
specializing in asset protection for art holdings and wealth and philanthropic art succession
planning. His knowledge and diligence has created numerous client centered strategies for the
collectors, galleries, artists and legacies for financially rewarded
families.
David is an accomplished photographer whose work has been seen in the New York
Times Sunday Magazine, Newsweek and Vanity Fair.His photographs have been used by authors and books
throughout the world. As an author he has contributed to the book, Life is Short, Art is Long;
Maximizing Estate Planning Strategies for Collectors of Art, Antiques and Collectibles, he also
published a book entitled Collective Memories and is currently working on a book with his daughter,
an award winning photojournalist.
David’s ability to understand both sides of the client’s art story and needs
gives The Briddge Group a unique advantage in providing for the goals in the financial planning
arena.
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