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Category: Asset Management

Managing Storage Inventory

Are you starting to gather your holiday decor? Can you easily get your hands on last year’s favorite pieces and family traditions? A detailed storage inventory plan and worksheet can make your job much easier!

Wynn Win // Loaning Fine Art

When a high-value piece of art is acquired, where it ends up can have significant effects on how it is taxed. Consider the benefits of loaning art to cultural institutions for major savings.

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: PRO content

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.  

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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