The execution desk your principals' passion assets deserve

What problem do you solve for family offices?

When a principal wants an aircraft or decides to sell a collection, the work can reach a team built for investments rather than yacht surveys, aircraft maintenance review, or Hermès authentication. A generalist should not have to build a category process during a live high-value transaction. A dealer that owns the asset can also have a different incentive from the buyer.

A standing partnership provides execution-side family office support without a permanent internal category team. Your office keeps control and oversight. Our desk supplies the relevant market process, evidence review, and negotiation support for each transaction.

How the engagement runs

• Confidential onboarding. Terms cover the office, principal, assets, and permitted recipients before details are shared.
• Mandate defined with your office. The brief states the objective, constraints, approval gates, and the principal's preferred level of involvement.
• Execution by our desk. The work can include market mapping, sourcing, buyer outreach, specialist verification, and private negotiation.
• Reporting on your cadence. Written status and completion records follow the agreed audience and format.
• Transparent economics. Fees and possible conflicts are disclosed in writing before chargeable work begins.

What does your office gain?

Your office gains one desk across six asset classes and can reuse the agreed operating protocol. The transaction file preserves relevant verification, approvals, and completion records. Your team can oversee the mandate rather than manage every category task. A continuing relationship can also preserve context between an acquisition and a later exit.

• One desk across six asset classes, subject to the specialist needs of each category
• Documented verification that survives the principal's lawyers and insurers
• Discretion as method: the principal's name stays out of every market
• Time back for your team to oversee instead of operating each category process
• Continuity: the same desk holds the history across acquisitions and eventual exits

What we ask of you

We ask for a clear mandate, accurate constraints, and a contact who can obtain decisions. We will decline or pause a mandate when instructions, authority, evidence, or conflicts are not clear. This protects the principal and the family office.

Looking for advice rather than execution? Family office advisory →

Which events should trigger a family office mandate?

Common triggers include a principal considering a first aircraft, a yacht replacement, a private art acquisition, a watch or bag collection sale, an estate distribution, an insurance valuation gap, or a planned change in ownership structure. A mandate can also start before an asset is selected. This is useful when the office needs a category map, ownership questions for its advisers, and a diligence plan before the principal enters the market.

What evidence does the office need to prepare?

The office should confirm the legal owner, the person authorized to instruct, the intended transaction, and the advisers who must review it. Asset evidence varies. Aircraft and yachts need title, registration, maintenance, technical, and operating records. Art needs ownership, provenance, attribution, condition, and transfer records. Watches, bags, and cars need service, condition, authenticity, provenance, and specification evidence where available.

We identify gaps and coordinate the relevant specialist review. We do not provide legal, tax, insurance, lending, regulated investment, survey, or technical inspection advice. The office's advisers remain responsible for those decisions, and the principal approves each commitment.

How are fees and next steps handled?

The partnership agreement states the operating protocol and any standing economics. Each transaction then receives a written mandate with its represented side, scope, fee method, approval gates, and conflict disclosures. The structure depends on the asset and work, so there is no single fee shown for every family office mandate.

For the first review, send the office type, likely asset categories, decision process, reporting needs, and preferred contact. Use an anonymized example if helpful. We will confirm the confidentiality route before requesting principal names or sensitive asset files.