Together with the Estates, Appraisals & Valuations Team, we can provide all of the services needed to proactively or reactively manage collections, and manage the transition of such collections from generation to generation. Offering a wide range of services that we can tailor to individual needs, we guide clients through the valuation and sale process, ensuring the highest level of service.

The Trusts, Estates & Wealth Management team is one point of contact for you and your clients in providing a number of services including:

-Auction estimates
-Sale and marketing recommendations
-Appraisals:

• Charitable donation
• Establish cost basis
• Estate tax
• Financial planning
• Gift tax
• Insurance
• Loan collateral

- Removal and storage
- Collection management
- Art related financing