Industries Served

Museums

For Institutions

We collaborate with institutions and non-profit organizations, both as an additional resource internally, but also as a strategic liaison to ensure successful outcomes involving donors and institutional supporters. Our services include, but are not limited to, the following:

  • Working with collectors:
    Securing objects and funds while satisfying donor goals
     
  • Efficient collector-centric gift and loan agreements:
    Documentation assistance and review
     
  • Ensuring a collector's legacy:
    Providing flexibility for the institution
     
  • Challenging gifts:
    Creative strategies and outside-the-box
     
  • Tax and philanthropic estate planning, including income, sales, and estate tax advice and valuation services
     
  • Trust and charitable and family foundation planning, including the holding of collections in trusts
     
  • Protection of a collection's value by addressing issues of provenance, title, and authenticity
     
  • Confidential philanthropic advocacy, including the negotiation of gifts and donations
     
  • Non-cash charitable planning, including art and collectibles, real estate, business
    interests and holdings, insurance policies, and a variety of other illiquid assets
     
  • Full collaboration with existing art advisors, financial and tax specialists, accountants, attorneys, brokers, and dealers
     
  • Philanthropic PR services, including enhancement of a collection's profile, and multi-generational legacy strategy and planning
 

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