How is this different from the execution partnership?

The execution partnership runs transactions — sourcing, verification, negotiation — when the office already knows what it wants to buy or sell. Advisory answers the prior questions: what do we hold, what is it worth, is it protected, and what should the policy be. Advisory is flat-fee and may conclude no transaction is needed; the two engagements are deliberately separate.

Why do passion assets need succession planning?

Because collections lose value precisely at generational transfer: documentation that lived in the principal's memory is gone, heirs sell quickly into informed markets, and estate valuations get contested. A succession-ready file — verified inventory, provenance, realistic values, and a considered disposition plan — protects both the estate and the heirs from those losses.

Advisory · Family Offices

Steward the assets the principals actually live with

Q: What are family office advisory services for passion assets?

Counsel that brings principals' passion assets — aircraft, yachts, art, watches, rare bags — to the same standard as the rest of the office's reporting: a verified inventory with realistic values, documentation and insurance reviewed, written acquisition and authentication policy, and succession plans that name what exists, what it is worth, and how it should eventually be sold or passed on.

Family offices report on portfolios to the basis point — while the aircraft, the collection, and the yacht sit outside the discipline entirely. Our family office advisory — the passion-asset side of family office solutions — brings them inside it: verified inventories with realistic values, documentation and insurance audits, written acquisition policy, and succession readiness for the assets that are hardest to hand to the next generation.

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What inventory problem do family offices face?

Ask an investment committee what the equity book is worth and the answer arrives to the decimal. Ask what the principal's watches are worth — or where the yacht's refit invoices are, or whether the art insurance schedule reflects the last decade of market movement — and the answer is usually a shrug toward a spreadsheet last touched at acquisition.

That gap is tolerable until it isn't: an estate event, an insurance claim, a sale forced by circumstance. Advisory closes it before the deadline arrives.

What does the family-office advisory practice cover?

The practice brings a principal's passion assets up to office standard: a verified portfolio inventory and register, a documentation audit of logbooks, provenance files and papers, and written acquisition and authentication policy. The result is an asset class the office can oversee with the same rigour as the rest of the balance sheet.

Portfolio inventory and review — a verified register of passion assets with realistic values from closed transactions, refreshed on an agreed cadence
Documentation audit — logbooks, provenance files, papers, receipts, and title gathered, gapped, and where possible reconstructed
Acquisition and authentication policy — written standards for how the office buys: verification thresholds, documentation requirements, approval gates
Insurance posture — schedules checked against current values and documented condition across every category
Succession readiness — disposition plans for collections, aircraft, and vessels: what exists, what it is worth, who would buy it, and in what order it should sell if it must
Next-generation briefings — heirs who will inherit a collection deserve to understand it before they own it

Advisory or execution? Both exist — separately

This page is the advice practice: flat-fee, question-driven, transaction-agnostic. When the office already knows what it wants bought or sold, the execution partnership runs the mandate — sourcing, verification, negotiation, closing. We keep the two deliberately separate so that the advice is never quietly a pitch.

Two engagements, deliberately separate — so the advice is never quietly a pitch.

What the office receives

Written findings with evidence attached — comparables, gaps, costs, recommendations
Documents at investment-committee standard, ready for auditors, insurers, and estate counsel
A named senior contact and agreed response times, under NDA from the first conversation
No surprises in the economics: flat fees scoped in writing before work begins

Family Offices

Bring the fifth asset class up to office standard.

Tell us what the principals hold and what keeps the office up at night. We respond with a scope, a flat fee, and a timeline.

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Private acquisition, under mandate

Discreet consignment & private sale

One desk behind your clients

Advice, separate from transactions