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:
Cataloging artwork and archival materials in the collection
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)
Providing guidance and recommendations on the most expedient and financially beneficial approach to realizing sales and transferring property
Developing terms and technicalities of Deeds of Gift, sales agreements, and related binding contracts
Representing the client’s interests in the sale of artworks
Liaising with established attorneys and professionals in the contemporary art who can further advise on legal procedures, as necessary
