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, with the specialist expertise behind them, 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, self-reported, or produced by whoever answered the phone first. 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 marriage ends, the sale is agreed. There is no complete inventory, the values on file are stale, and the right specialists have 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 in the collection, after our due diligence. The work briefed and coordinated by our team. The report reviewed against the standard it must meet, 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: what it is, to the Getty Object ID standard, where it is, who holds it, what it is worth and when that was last checked, with a history of every change. 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 them, coordinate the work, chase it, and review the report before it reaches you. Every step is logged. 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 what your practice needs →- 01
Estate attorneys and trustees
The estate needs a defensible value and a complete inventory before anything else can move: the filing, the equalisation, the distribution. We deliver both, on a timeline set by the matter rather than by the appraiser.
- 02
Wealth managers and family offices
The collection is illiquid wealth on the balance sheet, and it 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. Here is how we make it defensible.
How valuation works →- Due diligence on every appraiser before you hear their name. Ten points, recorded with who reviewed them and when.
- The right specialist for the piece, not a generalist for the collection. A collection that spans paintings, jewellery, and watches gets a lead appraiser for each, and still one point of contact.
- The work briefed, coordinated, chased, and reviewed against the standard it must meet, by our team, before it reaches you.