Appraisal Process

We partner with clients throughout the estate planning process to provide tailored guidance for their appraisal needs.

1) Consultation:

We begin by assessing the scope of your appraisal needs and identifying the appropriate specialists required. This initial consultation includes guidance on valuation strategies for tax reporting, charitable giving, equitable division, and wealth management.

2) Catalog and “Sense of Value”:

We assist clients in cataloging their assets for appraisal or collection management, conducting research to estimate the value of each item. While not a formal appraisal, this valuation process helps clients streamline their final appraisal report, saving time and resources.

3) Donation / Disposition of Assets:

We provide guidance on asset disposition, including charitable donations. We research potential recipient organizations and manage the donation and transfer process. While we do not broker or sell art, we offer advice on liquidation options that align with the client’s goals and needs.

Old Testament Figures, China, 18th c., Metropolitan Museum of Art 1997.115a–d

4) Appraisal:

We work with the necessary experts to prepare an appraisal in compliance with the Uniform Standards of Professional Appraisal Practice (USPAP) and retain all records for a minimum of ten years.