Our consulting practice has proudly been serving corporations, nonprofits and private clients for more than 25 years.  The team practice approach with clients and their professional advisors is to work hand-in-hand to mitigate complex art, antiques, and heirloom issues and simplify the generational disposition of tangible personal property.

We work to support clients and their team of attorneys, CPAs, trust officers, financial advisors, planned giving officers, and corporate fiduciaries to maximize the monetary value of art and tangible personal property, increase cash flow, reduce capital gains and estate taxes, mitigate provenance risks, and create family capital and philanthropic opportunities. 

We are members of the Palm Beach County Estate Planning Council and Planned Giving Council of Palm Beach County.