Advising collectors on acquisitions and dispositions requires market knowledge, connoisseurship, and trusted relationships. It also requires access to independent valuation expertise when your clients' needs extend beyond advisory — into estate planning, charitable giving, insurance documentation, and litigation.
We work with art advisors as a complementary resource, providing the full suite of appraisal services your clients require. When valuation matters arise, we serve as an extension of your advisory relationship — delivering independent, defensible analysis while you remain the primary point of client contact.
What We Provide For Your Clients
For charitable contributions, we prepare qualified appraisals meeting IRS requirements for non-cash donations, navigating timing requirements, documentation thresholds, and the related-use considerations that affect deductibility. For significant gifts, our reports are prepared with IRS Art Advisory Panel review in mind. We also prepare valuations for donations subject to Canadian Cultural Property Export Review Board (CCPERB) certification.
For estate and gift tax purposes, we prepare qualified appraisals for Forms 706 and 709, addressing the complexities that arise in significant collections — fractional interests, blockage considerations, works with attribution questions, and holdings spread across jurisdictions.
For insurance, we document replacement value and provide annual update cycles aligned with policy renewals, building on initial inventory and research rather than starting fresh each year.
For collection planning, we provide current valuations that inform acquisition, disposition, and redistribution decisions. This includes pre-acquisition assessments where independent evaluation of asking price against comparable market data is essential before committing capital.
For litigation — divorce proceedings, estate disputes, damage claims — we provide expert reports and testimony, with experience in federal court including the Southern District of New York.
Independence as a Resource
Our role is valuation, not advisory. We do not compete for your client relationships or offer guidance on what to collect. The value we provide is precisely that we have no stake in the transaction — allowing us to deliver analysis your clients can trust and that strengthens your recommendations.
When your clients require independent appraisal, we are available to support your work.
To discuss how we might collaborate, contact us directly.