E4 – “Wow! I Just Inherited A Picasso!” Generational Wealth Transfer of Fine Art, Jewelry and Tangible Personal Property

For nearly 20 years, Noelle Valentino has advised prominent collectors regarding tailored fine art services. Before transitioning to the insurance industry, Noelle worked in auctions, museums, and galleries, where her responsibilities included building relationships with high-profile clients, as well as research projects and appraisal writing. Presently, as Chubb’s Senior Fine Art & Collections Specialist, Noelle travels throughout the Western United States to conduct risk assessments and recommend customized solutions intended to safeguard art, jewelry, timepieces, wine, and other passion assets. Noelle’s expertise extends to an array of additional collections considerations, inclusive of loss prevention, conservation, transportation, storage, appraisal, and advisory services. She examines each locality’s unique exposures and often draws upon established professional relationships to design holistic collections strategies for clients.

Prior to joining Chubb, Noelle was the Associate Director for Trusts & Estates at John Moran Auctioneers, where she reviewed noteworthy consignments on behalf of private clients, professional fiduciaries, attorneys, and estate settlement officers. She also oversaw the appraisal division, producing USPAP compliant reports for estate tax filing, insurance scheduling, and legal purposes. Previous to this role, Noelle’s career in the art world spanned institutions including the Smithsonian, Christie’s auction house, the Getty Museum and UCLA’s Hammer Museum. As a result of her wide-ranging experience in the art world, she possesses a keen firsthand knowledge of the markets for diverse types of tangible personal property.

Noelle holds a master’s degree in Art History and is an active member of the Appraisers Association of America. She is involved in several estate planning councils and serves on the board of the Fiduciary Round Table of San Gabriel Valley. As a founding member of Art Muse Los Angeles, in her spare time she enjoys leading private tours of museums, galleries, and cultural spaces throughout the city. When she’s not engaging with art, Noelle likes pursuing outdoor activities such as hiking, skiing, and sailing.

KC Chohan is the founder and CEO of Together CFO, a Los Angeles-based financial services firm that has helped clients save millions of dollars through advanced tax structures. With over 15 years of experience in finance and accounting, KC has established himself as a thought leader in the industry.

As a writer for Forbes Magazine and an o icial member of Forbes Councils, KC regularly contributes his expertise on financial matters. His insights have been featured in prominent media outlets such as Entrepreneur, ABC News, Fox News, CNBC, and Yahoo Finance.

Prior to founding Together CFO in 2016, KC held several key financial positions at Flowserve Corporation, a global leader in fluid motion and control products and services. His roles included Financial Controller, SOX Compliance O icer, and Regional Controller, where he gained extensive experience in financial planning, analysis, and compliance.

KC’s educational background includes studies at Durham University in Business and Finance, as well as completing the Entrepreneurship in Emerging Economies program at Harvard Business School Executive Education.

A member of the Entrepreneurs’ Organization, KC is dedicated to fostering growth and collaboration among business leaders. He is also actively involved with Hampton, a forward-thinking group of SaaS founders.

As a sought-after speaker, KC has presented at notable industry events such as the Accounting and Finance Show and the IDEAS conference. His expertise spans areas including tax savings strategies, capital gains reduction, e icient wealth transfer, and outsourced CFO services.

Morgana Blackwelder is a seasoned expert in the fine art and luxury sector, specializing in the management, valuation, appraisal, and downsizing of extensive client collections. With a career spanning over twenty years in the art world, she possesses a comprehensive understanding across various art categories. Serving as the Senior Vice President and Director of Trusts and Estates, Morgana employs a holistic strategy that encompasses valuation, logistics, and marketing to secure the best possible results for her clients when selling art and collectibles. Morgana is a USPAP compliant and qualified appraiser of personal property specializing in 19th and 20th century California, American, Western, and Post-War fine art and prints and multiples. She is an Accredited Member of both the Appraisers Association of America and the International Society of Appraisers with a focus area in Fine Art. Her proven track record and deep knowledge of the art world make her a sought-after speaker on topics related to art valuation and the fine art market. Morgana adheres to the highest professional standards in appraisal practices. This expertise is crucial for conducting appraisals for purposes such as estate planning, insurance coverage, and charitable donations, positioning her as an invaluable resource for clients dealing with the intricacies of downsizing and estate management.

Morgana’s academic background, specializing in Fine Art and Art History, provides her with a unique and insightful perspective. She pursued her studies at California State University, Los Angeles, and further enhanced her expertise by completing Sotheby’s Art Business program. Additionally, Morgana has contributed her knowledge as a guest lecturer and contributor to the Art Business program at Claremont Graduate University.