Art Estate Planning Consultation

Art Estate Planning for Collectors, Families & Artists

Art is unlike any other asset class. It carries both cultural weight and financial significance, making estate planning essential for those who wish to preserve value while honoring legacy. Our Art Estate Planning service provides discreet, tailored solutions to ensure collections are secured, transferred, and cared for according to your wishes.

What We Provide

• Valuation – Independent appraisals reflecting fair market value for estate taxes, insurance, and future distribution.

• Documentation & Provenance – Comprehensive records that establish authenticity, support value, and simplify transitions.

• Intellectual Property Rights – For artists, strategies to manage copyright, royalties, and future earnings.

• Tax Strategy – Planning to mitigate estate and capital gains taxes through trusts, charitable giving, or structured transfers.

• Distribution Planning – Define how your collection will be managed—whether gifted, sold, donated, or entrusted to institutions.

• Insurance Alignment – Ensure coverage matches current valuations and protects against risk during transitions.

Why It Matters

• Preserve Legacy – Ensure your artistic vision and cultural impact endure beyond a lifetime.

• Protect Value – Safeguard financial worth while maintaining the integrity of the works.

• Prevent Disputes – Clear, documented plans reduce the risk of conflict among heirs or stakeholders.

• Smooth Transitions – Simplify estate transfers, reducing stress and complexity for beneficiaries.

• Ensure Proper Care – Directives for conservation, storage, and display secure long-term preservation.

Tools & Expertise

• Legal Instruments – Wills, trusts, and tailored structures to ensure privacy, flexibility, and efficiency.

• Professional Partners – Collaboration with appraisers, estate lawyers, and archivists for complete planning.

• Custom Archives – Detailed catalogs including provenance, valuations, and conservation records.

Because art is more than an asset—it is a legacy. Thoughtful planning ensures your collection continues to inspire, appreciate, and endure for generations.

An initial consultation requires a $100 deposit.