Investing in non-traditional assets, unlike stocks, bonds, treasuries, and index funds that are readily marketable, creates substantial and new risks. Investors looking into crypto, fine art, rare wine and spirits, classic automobiles, and other non-traditional opportunities need to be wary. Investment requires knowledge, documentation, vetted sources, and trusted advisors to evaluate and profit from these unique assets. While claimed returns are higher, so are your risks. For you or your estate to profit from investing in non-traditional assets you should consult your legal counsel, tax advisor, and an asset category expert for acquisition, valuation, protection, disposition, inheritance, and tax advice. Both risks and returns can be high when investing in these unique assets.

This Bulletin is designed to provide our friends and clients with information regarding the various subject matters covered, it is not designed to take place of legal, accounting, or other professional advice.  If expert assistance is required, the services of a competent professional should be sought. This memorandum may constitute advertising under the rules regulating Illinois attorneys.