Advisory
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New to the model? Read what a passion asset advisory does.
Programs
Watch appraisal and collection reviews are available under their published terms. The other cards outline questions for a wealth adviser or family office. They are not service offers for every asset type. Broader work needs an agreed written scope and fee. Keeping an asset may be the right choice.
A wealth adviser may need a separate review of a client's collector watches or questions about other physical holdings. Confirm which work the office can accept and what evidence would be needed. The client's financial, legal and tax advisers keep their own responsibilities.
Working with your wealth adviserA family office may need an inventory, a document review, answers to insurance questions or a collection plan. First confirm whether we can accept that work, especially for non-watch assets. Agree who will read the report and what evidence they need.
Family office advisoryWe review watch collections, check inventories and verify watches bought elsewhere. We also review the market values used in insurance schedules and plan sale routes for watches from established brands and independent watchmakers.
Luxury watch advisoryThe platform
Collection owners may work with a dealer, auction house, insurer, transporter and adviser. A watch review does not include ongoing coordination between them or cover every asset type. Any owner-side coordination must first be accepted, with responsibilities in writing. We do not provide regulated fiduciary advice.
Watch collectors can use the appraisal and collection-review services. Private clients and family offices should confirm whether any broader advisory brief can be accepted; the presence of a category guide does not establish a staffed practice for that asset.
A review should help the owner decide whether to buy, sell or keep the asset. Evidence should support any proposed timing and price. Separate completed sales from asking prices and state condition limits. The owner decides; paid advice need not lead to a transaction.
Different experts may be needed to buy, store, insure, maintain or sell a collection, check its history, or pass it to heirs. Agree who would coordinate each stage. A valuation does not include ongoing management, and one office may not cover every asset type.
Agree which outside experts you need and what each will do. This may include a dealer, auction house, insurer, transporter, authenticator, restorer, lawyer or tax adviser. For accepted work, our written scope defines our responsibility and one disclosed role per transaction. We do not give regulated fiduciary advice. We hold no general dealer stock; the sole exception is a disclosed collector-watch principal purchase.
These are planning questions for a collection, not confirmation of services across watches, cars, art, jets, bags and yachts. Watch appraisal remains available. Any non-watch or continuing coordination work needs an acceptance decision, a defined scope and separately agreed responsibilities.
A passion asset adviser may help an owner assess, buy, hold or sell physical assets. In a collector-watch review, Passion Asset Advisory checks value evidence and the owner's records before any separate sale or sourcing mandate. For art, bags, collector cars, aircraft or yachts, confirm whether the proposed enquiry can be accepted. This page is not a public inventory or a promise of general concierge capacity.
An auction house can suit a rare piece that benefits from public bidding. A dealer may suit an owner who needs a firm purchase offer quickly. A private mandate can suit a confidential search or sale. Flat-fee advice can end with a recommendation to do nothing. No route is best for every asset.
Your existing advisers remain responsible for financial, legal and tax advice. A watch brief can address records, dated value evidence and the purpose of a valuation. Confirm whether any broader inventory, storage, maintenance, insurance or sale-planning work can be accepted, and agree the report recipients.
An accepted scope may specify an asset register, document checklist, cost assumptions and the decisions that need specialist advice. We do not recommend a financial portfolio or promise that collectibles will rise in value. For a multi-owner or family brief, see family office advisory for passion assets.
A proposed annual retainer should define the collecting plan, purchase-review tasks, records work and hold or sale questions. First confirm whether the office can accept that scope, especially for non-watch assets. Any review schedule and coordination responsibilities belong in the written terms, not an assumed standing service.
Any annual engagement requires confirmed acceptance; its fee depends on scope and is agreed in writing. It is not the same product as the $2,500 one-off watch collection review. A later purchase or sale requires its own terms; transaction work is not silently included in the retainer. Keeping the collection unchanged remains a valid outcome.
If a collection retainer is accepted, the fee is for its defined advice, not an undisclosed commission on acquisitions. The collection remains yours; we do not take custody under this engagement. Your insurance stays in your name. Confirm the contact, review schedule, response times and separately priced transaction work in writing.
An offer made privately, at auction or by a dealer can create pressure to decide quickly. Before buying, compare the object, records, condition and relevant completed sales. Ask whether the office can accept a specific review and which outside expertise is needed. Declining the purchase is a valid outcome, not evidence of a past client result.
An owner may want a review repeated over time rather than for one purchase. That does not confirm a continuing service. Ask whether the office can accept an annual collection-strategy retainer, with the assets, review tasks, schedule and limits stated in writing.
An intermediary paid only when a transaction completes has a financial reason to favour a deal. Separately priced advice leaves room to recommend no action. Accepted advisory work uses flat fees or retainers agreed in writing. Findings may recommend keeping the asset, updating its insurance or records, or leaving it as it is.
A later purchase or sale needs a separate engagement and agreed terms. The review itself is not a sales mandate.
A watch valuation or collection review covers its agreed evidence and purpose. For any wider advisory enquiry, confirm acceptance and specify the records, valuation questions, ownership costs and specialist advice needed. Do not assume a report includes an insurance opinion, ongoing management or execution across other categories.
A watch owner may want a second opinion, while a wealth manager or family office may need a defined report for a client. These are possible enquiry types, not a list of existing clients. Broader passion-asset questions require confirmation of availability and relevant expertise before any work.
It is a comparison of responsibilities, not a claim to provide a complete family office. Watch valuation and collection reviews remain available. Coordination across cars, art, aircraft, bags or yachts needs a separately accepted scope and appropriately appointed specialists. The family's existing financial, legal and tax advisers retain their roles.
Passion Asset Advisory represents one side only. Written terms state the client side, role, fee and conflicts for accepted work. A disclosed collector-watch principal purchase is a separate route: Passion Asset Advisory buys as the counterparty, not as the seller's adviser. Apart from that exception, the office holds no general dealer inventory.
It means deciding whether to buy, sell or keep the asset. If a transaction makes sense, review comparable sales and documented condition before deciding what, when and at what price. Advice is separate from the incentive to complete a deal, so doing nothing remains a valid answer.
Advisory
Describe the watch question or proposed wider review. Ask which work can be accepted and what written scope, fee and timing would apply. Advice and any later transaction require separate terms.
Choose the VC founder introduction route, PE partner and portfolio enquiry route or concierge white-label enquiry route. Each needs client permission and agreed terms. Read our transaction checks and responsibility policy before sharing a full asset file.