What are wealth management advisory services for passion assets?

They are independent counsel on the assets that sit outside the investment portfolio but inside the net worth — jets, yachts, art, watches, and rare bags. The service covers realistic valuation from closed transactions, documentation and insurance review, true ownership costs, and exit planning, delivered alongside the client's wealth managers rather than in place of them.

Is this investment advice or asset management?

No. Passion Asset Advisory is not an investment adviser, holds no client funds, and manages no portfolios. We advise on the physical passion assets themselves — their condition, documentation, market context, and saleability. Financial, legal, and tax decisions remain with the client's licensed advisers, with whom we work directly when asked.

Why would a wealth manager bring us in?

Because a client's balance sheet says 'aircraft' or 'collection' and the firm has no desk that can verify what those entries are worth, what they cost, or how they would sell. We provide that assessment in a written, evidence-backed form the relationship manager can take into a client review — under the firm's confidentiality terms.

Advisory · Private Wealth

The sleeve of wealth your portfolio reports don't cover

Most balance sheets carry lines the investment report never examines: the aircraft, the collection, the yacht, the safe of watches. Passion Asset Advisory advises on this passion-asset sleeve — realistic valuation from closed transactions, documentation and insurance review, true ownership costs, and exit planning — working alongside your wealth managers, never in place of them.

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What's the problem with the "other assets" line?

Private wealth is professionally managed until it stops being paper. Securities are benchmarked quarterly; the aircraft is a number someone wrote down at purchase. Insurance schedules drift from market values. Logbooks, provenance files, and service records — the documents that determine what these assets will actually fetch — go unexamined for years, because no one on the wealth team is equipped to examine them.

The result surfaces at the worst moments: an estate event, a divorce, a liquidity need, a renewal — when the gap between assumed value and verified value becomes someone's urgent problem.

One balance sheet, two standards of rigor — advisory closes the gap on the right.

What does the review cover?

The review prices the passion-asset sleeve the way the rest of the portfolio already is: valuation context for each significant asset against real sales, a documentation and provenance audit, the true ownership economics of each holding, and an insurance posture check against current values — independent counsel, never a sales pitch.

Valuation context — each significant asset priced against comparable closed transactions, not insurance schedules or purchase nostalgia
Documentation audit — records, papers, provenance, and title reviewed; gaps identified with their realistic price impact
Ownership economics — what each holding genuinely costs per year, and which costs are out of market
Insurance posture — cover checked against current values and documented condition, before the claim that tests it
Exit readiness — how each asset would realistically sell: channel, buyer pool, timeline, and what to repair, document, or service first

Delivered as a written assessment with the evidence attached — a document that holds up in front of the client's other advisers.

For wealth managers and private banks

When a client's net worth statement includes significant passion assets, the relationship manager owns a question the firm cannot answer in-house. We answer it: independent assessment, delivered under your confidentiality terms, branded as discreetly as you require, with no approach to your client beyond the work you commission. The adjacent partnership structures apply where the flow is recurring.

What this is not

Not investment advice. We are not an investment adviser and do not recommend securities, funds, or allocation decisions
Not asset management. We hold no client funds and manage no portfolios — there is no AUM here
Not a sales process. Advisory is flat-fee; if a review later leads to a sale or acquisition mandate, that is a separate engagement you choose deliberately
Not a replacement for your advisers. Tax, legal, and structuring decisions stay with the professionals who hold them; we supply the asset-level facts they need

How an engagement runs

Scope — which assets, which questions, agreed in writing with a flat fee
Assessment — documentation review, market comparison, specialist inspection where warranted
Written findings — valuations with comparables, gaps with costs, recommendations with reasoning
Standing review — optionally, an annual re-check as markets and holdings move

Private Wealth

Make the "other assets" line as rigorous as the rest.

Tell us what the balance sheet holds. We respond with a scope, a flat fee, and a timeline — and findings your other advisers can work with.

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Private acquisition, under mandate

Discreet consignment & private sale

One desk behind your clients

Advice, separate from transactions