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Category: Asset Management

The Beauty of a Virtual Closet System

A virtual closet allows an HM, Butler or Valet to create a comprehensive inventory of the principal’s wardrobe, making it easier to locate specific pieces when styling outfits, packing, or moving items between residences.

Purchasing a Private Plane

It’s likely that as an UHNW Estate Manager, you’ll need to facilitate the purchase of an aviation asset at some point in your career. Each purchase will be unique, but here are some standard checklist items to consider in the purchase process:

Appraising the Value of Art

Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage, loan, donation, or sale. The best way to get an accurate value is to commission an appraisal.  

Managing Storage Inventory

To properly manage storage, it’s not enough just to label a box; There’s a process I’ve put in place that helps me to pull inventory and locate items anywhere at a moment’s notice. I’m sure there are other methods, but I can assure you, this plan works.  PRO CONTENT

Wynn Win // Loaning Fine Art

Whatever the reason your Principal may choose to loan a priceless work to a museum, as part of your due diligence as the Estate Manager, you should research and collect information on the transaction and create a detailed records file of the transaction. PRO CONTENT

Secure Storage // Museo Vault

Museo Vault is a state-of-the-art sleek storage facility that includes a viewing room that can be used for showing works, appraisals, restoration or photography and a gallery space.

Organizing a Wine Cellar

There is no such thing as the “right” way to organize a wine cellar, the possibilities are endless. The only “wrong way” is to not organize it at all.

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