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Obtain multiple competitive proposals for sale from the appropriate selling platform, in the appropriate marketplace.
Ensure the property is positioned for sale with the correct values in order to maximize the highest possible return.
Evaluate and compare pre-sale valuations, proposals, financial terms and marketing initiatives.
Strategic planning and guidance for the most advantageous timing and optimal venues in order to achieve the best financial outcome.
Transparent guidance through both the public auction and private sale transactions.
Support philanthropic gifting or charitable transfers within estate or tax frameworks.
Oversee timing and placement to maximize both financial and reputational outcomes.
Negotiate the most competitive and favorable financial terms
Identify unfavorable terms, hidden fees, or ambiguous clauses.
Transparent guidance on economic terms of sale in order to limit liability for trustees, executors and advisors.
Review and annotate auction, sale, or consignment agreements.
Recommend protective revisions to ensure obligations are enforceable.
Serve as a second set of eyes before a contract is signed or renewed.
Review marketing plans for alignment with pricing and sale strategy.
Ensure follow through on all marketing and promotional initiatives, in order to ensure maximum visibility and exposure.
Advise on catalog placement, photography, and digital presentation.
Craft messaging and positioning of property with the right buyers.
Negotiate and manage logistics for any shipping and storage needs.
Management of selling entire estates, from soliciting to proposals to full residential clearouts.
Coordinate and manage onsite viewing appointments for the item or collection.
Track all items throughout the sale process including settlement statements and payment of proceeds of sale.
Coordinate and oversee the formal appraisals process for insurance, estate planning, estate tax and charitable donation.
Vet appraisal reports for completeness, accuracy, and methodological soundness.
Ensure appraisal documents meet IRS standards for qualified appraisals.
Expert facilitation of formal authentication process.
Oversee valuation updates, insurance coverage and any conservation needs.
Design governance frameworks for family or fiduciary-owned collections.
Coordinate record-keeping for estate and tax reporting.
Advise on succession or transfer planning for future stewardship.
Define clear objectives for future acquisitions of fine art, jewelry and collectibles.
Conduct pre-sale due diligence for authenticity, condition, and provenance.
Negotiate purchase terms and pricing.
Logistics management for shipping, framing and storage.
Align acquisitions with long-term collection and investment goals.
Serve as a specialized extension of legal, tax, or estate teams.
Integrate tangible-property considerations into broader planning frameworks.
Offer independent oversight for acquisition, sale, or governance decisions.
Develop tailored reporting and documentation for trustees or beneficiaries.
INSIGHT ART & COLLECTIBLES ADVISORY
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