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Advisory

Advisory beyond the transaction

Not every question about a jet, a collection, or a yacht is a buy-or-sell question. Passion Asset Advisory provides independent advisory on passion-asset holdings — valuation context, documentation and insurance posture, ownership economics, and exit planning — engaged on flat fees, separate from any mandate, for private clients, wealth managers, and family offices.
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Programs

Which advisory practice fits your question?

Three practices, one principle: wealth management advisory for the passion-asset sleeve of a private balance sheet, family office advisory for inventories, policy, and succession, and watch advisory for collectors. All flat-fee, all independent of any transaction — "do nothing" is always an available answer.

Wealth Management Advisory

For private clients and the wealth managers who serve them: independent counsel on the passion-asset sleeve of a balance sheet — the holdings that sit outside the investment portfolio but inside the net worth. Working alongside your advisors, never in place of them.

Wealth management advisory

Family Office Advisory

For offices stewarding principals' passion assets across generations: portfolio reviews and inventories, acquisition and documentation policy, insurance posture, and succession readiness for collections. Advice the office can put in front of an investment committee.

Family office advisory

Luxury Watch Advisory

For collectors: collection reviews and verified inventories, pre-purchase verification for watches bought elsewhere, insurance schedules re-anchored to the market, and exit strategy by reference — across the houses and the independents.

Luxury watch advisory

Why is advisory separate from brokerage?

A transaction-paid intermediary is structurally discouraged from telling you to do nothing. Advisory exists precisely so that answer stays available. Engagements are billed as flat fees or retainers, scoped in writing, and may conclude that the asset should be kept, re-insured, re-documented — or simply left alone.

If advice later turns into a buy or sell decision, the mandate is a separate engagement, separately agreed. You will never discover mid-review that the review was a sales process.

What does an advisory engagement cover?

A flat-fee advisory engagement reviews what you own with no pressure to transact: valuation context against real comparable sales, a documentation and provenance review, the true ownership economics of each asset, and whether your insurance posture matches current value. The deliverable is clarity — and sometimes the right move is to do nothing.

  • Valuation context — what comparable assets have actually traded for, and what that means for yours
  • Documentation review — records, provenance, papers, and title: what is complete, what is missing, what the gaps cost
  • Ownership economics — what the holding genuinely costs per year, and where the costs are out of line
  • Insurance posture — whether cover matches current values and documented condition
  • Exit readiness — how each asset would sell, to whom, on what timeline, and what to fix before that day

Who engages us?

Owners who want an honest second opinion before a decision. Wealth managers whose clients hold significant passion assets the firm is not staffed to assess. Family offices that need passion-asset answers at the same standard as the rest of the balance sheet. In every case: the same verification discipline we apply to mandates, pointed at what you already own.

Advisory

Bring us the question. Keep the decision.

One conversation to scope what you need assessed. We respond with a written scope, a flat fee, and a timeline — and the advice stands on its own.

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