A collection deserves a plan.
A serious wine or art collection is an asset, a legacy, and — handled poorly — a liability. We help our private clients address collections deliberately in their planning, and bring in independent valuation through our affiliated wine house.
Our services.
Collections in the Estate Plan
Coordinating with your estate counsel so significant wine, art, and collectibles are addressed deliberately in wills, trusts, and letters of wishes — not left as an afterthought.
Ownership & Holding Structures
Entity and title structuring for collections held for use, investment, or eventual sale — with the documentation a serious collection warrants.
Charitable Giving
Structuring gifts of collections to charities and foundations, coordinated with the qualified appraisal the IRS requires for donations over $5,000 (Form 8283).
Succession & Transfer
Planning the orderly transfer of a collection between generations or to a buyer, and the agreements that make it clean.
Insurance & Recordkeeping
Getting the paper right — provenance, schedules, and current valuations — so a collection is protected and defensible if it is ever questioned.
Independent Valuation
USPAP-compliant appraisals for insurance, estate, and donation, provided through our affiliated wine house, Prestige Vin — independent, with no resale conflict.
For those who’ve built something worth keeping.
Our clients hold collections that matter — to them, to their families, and to their balance sheets. We make sure the collection is treated with the same rigor as the rest of the estate.
Ideal Client Profiles
How It Works
From first call to counsel
Complimentary consultation
A 15-minute call to understand your situation and confirm we’re the right fit.
Conflict check
We run a conflict check before any engagement — standard practice for every client we take on.
Engagement agreement
A plain-English written agreement defining scope, fees, and timing before any work begins.
Kickoff
We gather the documents and context we need and agree on priorities and next steps.
Counsel that keeps pace
Defined-scope matters run to completion; ongoing needs can move to a General Counsel plan.
Independent Valuation
The appraisal, handled.
USPAP-compliant valuation for insurance, estate, and donation is provided through Prestige Vin, our affiliated wine house — independent, flat-fee, and never a percentage of value.
Written Disclosure
Prestige Vin is a wine-advisory house owned by Anthony Clemenza, the founder of this firm. It is a separate business, not a law practice, and its appraisal work is not legal advice. A referral is offered only for your convenience — you are free to engage any appraiser you choose, the firm receives no fee or other compensation for the referral, and no fee of either business is contingent on your use of the other.