Wealth management
You own the client relationship. When a collection enters an estate, a trust, a settlement, or a sale, you need a number and a record you can put your name on. Title gives you both, integrated into your practice.
- Engaged by banks with a combined market value of $400 billion
- Working with leading estate and family attorneys across the United States and Canada
- Valuations backed by a network of over 1,400 certified appraisers across all categories
Every collection ends in a number somebody has to defend.
For the estate, the tax authority, the insurer, or the sale. Most of those numbers are years old or self-reported. The professional who signs the file carries the exposure, and nobody was ever trained to check the number underneath it.
Give your most valuable clients the care their collections deserve.
A collection surfaces at the difficult moment: the estate opens, the trust is settled, the sale is agreed. No complete inventory, stale values, and the right specialists to be found, checked, and coordinated while the clock runs. That work lands on your desk.
Specialist expertise, integrated into your practice. One request, and we handle the coordination end to end.
Start with one collection →- 01
A valuation you can put your name on
The right specialist for each category, after our due diligence, the work coordinated by our team, and the report reviewed against USPAP for estate, tax, insurance, or donation before it reaches you. You no longer vouch for a number you did not check.
- 02
A record that outlives the matter
Every object on one register, to the Getty Object ID standard: what it is, where it is, who holds it, what it is worth and when that was checked. The estate, the trust, the heirs, and the insurer work from the same record. You no longer rebuild the inventory for the next event.
See Steward at work → - 03
One point of contact. We handle the rest.
Tell us what the valuation is for. We source the specialist, brief and coordinate the work, and review the report before it reaches you. You no longer run the specialists yourself.
The people who sign the file.
Three readers, one standard. The valuation is defensible, the record is complete, and the coordination is ours, whichever chair you sit in.
A conversation about your practice →- 01
Estate attorneys and trustees
Before the filing, the equalisation, or the distribution can move, the estate needs a defensible value and a complete inventory. We deliver both, on the matter’s timeline, not the appraiser’s.
- 02
Wealth managers and family offices
The collection is illiquid wealth that outlives the people who assembled it. One register, kept current across generations, with governance that stands up to the family, the auditor, and the insurer.
- 03
Owners and heirs
We work with the people the collection belongs to, through you. Your relationship, our coordination.
Why our valuations are different.
A valuation you can put your name on, for the estate, the tax office, the insurer, or the sale.
How valuation works →- Due diligence on every appraiser before you hear their name. Ten points, on the record.
- The right specialist for each category, not a generalist for the collection, and still one point of contact.
- The work briefed, coordinated, and reviewed against the standard it must meet, by our team.