Strategic planning for clients, executors, and their advisors to accomplish the specific objectives of future or existing trusts and estates, with a focus on legacy planning, market analysis, philanthropic objectives, and the transfer of the collection’s assets through both sales and gifts.
Legacy planning services include:
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Cataloging artwork and archival materials in the collection
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Appraising artworks for the purposes of insurance, estate tax, and financial planning (all reports completed in conformity with the Uniform Standards of Professional Appraisal Practice)
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Providing guidance and recommendations on the most expedient and financially beneficial approach to realizing sales and transferring property
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Developing terms and technicalities of Deeds of Gift, sales agreements, and related binding contracts
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Representing the client’s interests in the sale of artworks
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Liaising with established attorneys and professionals in the contemporary art who can further advise on legal procedures, as necessary
