Luxury & Art As Alternative Investments

Program Description

There are assets bought with reason and assets bought with passion. Art and luxury goods belong to both categories. For high-net-worth families, a collection can be memory and identity and, at the same time, an investment position that demands the same rigour as any other.

This programme studies art and luxury as an asset class: their behaviour as investments, the dynamics of their markets and the considerations of valuation, authenticity, custody and succession that set them apart from traditional financial assets. The objective is to give the wealth adviser a dual language: that of the collector and that of the investor.

Six hours in in-person format, starting in June 2026. It is part of the Private Wealth Management Institute's extended PWM 2026 catalogue, with an investment of $25,000 MXN, excluding VAT.

General Objective

To provide participants with a rigorous framework for understanding art and luxury goods as an alternative asset class within a family's wealth, integrating their investment dimension with the valuation, custody and succession considerations specific to these assets.

Learning Objectives

• 01Understand the place of art and luxury goods within a diversified wealth portfolio.
• 02Analyse the investment characteristics of passion assets: return, liquidity and risk.
• 03Become familiar with the dynamics of the art and luxury markets and their principal participants.
• 04Identify the valuation, authenticity and custody considerations specific to these assets.
• 05Evaluate the wealth and succession role of family collections.
• 06Hold conversations with collector clients in a language at once technical and wealth-oriented.

Why Take This Program

1. A programme devoted entirely to art and luxury goods as an asset class.
2. Addresses passion assets, an increasingly visible presence in family wealth.
3. In-person format: six hours of face-to-face work, conducive to exchange among participants.
4. Starting in June 2026.
5. Covers considerations that financial assets do not raise: authenticity, custody and provenance.
6. Connects the investment dimension with the succession dimension of family collections.
7. A wealth-management focus: designed for the conversation between adviser and collector client.
8. Part of the Private Wealth Management Institute's extended PWM 2026 programme catalogue.
9. Investment of $25,000 MXN, excluding VAT.
10. The institutional backing of the Private Wealth Management Institute.

Syllabus — Key Topics