Industries Served


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







      News & Events

        NOTICE: Emailing an attorney shall not and does not create an attorney-client relationship between the attorney and users of this web site or any other party whatsoever. An attorney-client relationship is ONLY established through a written engagement, and only where doing so would comply with all applicable laws and ethical rules.

        CONFIDENTIAL INFORMATION: Transmission of information on-line, over email, or through any electronic means can be unstable, unreliable and insecure. You should not send information or facts via e-mail relating to your legal problem or question. If you do not have an existing attorney-client relationship, your e-mail may not be privileged or confidential.

        By clicking 'OK' below, you are agreeing to the terms of this web site.

        Please fill out the form below and we'll send an email out about this page to a recipient of your choice.

        Copy: Check here if you would like a copy of the email.