Lifestyle & Specialty Asset Advisory
Specialized Wealth Advisory for Luxury Assets That Reflect Your Lifestyle
We provide expert guidance, financing, and structuring for private aviation, yachts, fine art, rare collectibles, and luxury real estate—ensuring your lifestyle assets are aligned with your long-term financial goals.
🌍 Strategic Advice for Complex, High-Value Lifestyle Assets
Lifestyle assets are more than indulgences—they're significant investments that require thoughtful planning. Whether you're purchasing a jet, building an art collection, or acquiring luxury real estate across jurisdictions, our advisory services ensure your assets are managed with the same precision as your portfolio.
Our team works at the intersection of wealth, lifestyle, and legacy—helping wealthy individuals and families structure, finance, and protect their specialty assets in a tax-efficient, privacy-conscious manner.
✈️ Private Aviation & Yacht Financing
From new aircraft purchases to refinancing existing vessels, we offer strategic financing solutions tailored to your ownership structure, cash flow preferences, and tax planning needs.
We coordinate with aviation attorneys, maritime lenders, and aircraft management companies to structure transactions that minimize risk and maximize efficiency.
Services include:
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Aircraft and yacht acquisition financing
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Global tax and registration considerations
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Integration with trust or holding company structures
🖼️ Art, Wine, and Collectibles Valuation & Financing
Your passion assets—art, fine wine, rare automobiles, vintage watches, and collectibles—can serve not just as aesthetic investments but also as powerful financial tools.
We work with trusted appraisers, curators, and specialty lenders to help you access capital without selling your cherished collection.
Our capabilities include:
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Appraisal coordination with leading valuation experts
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Art and collectibles-based lending solutions
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Portfolio protection through insurance and estate strategies
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Advisory on succession and charitable gifting of collections
🏡 Luxury Real Estate Advisory and Holding Structure Review
Luxury properties, whether used as personal residences or investment assets, require careful structuring for liability protection, tax optimization, and generational transfer.
We advise clients on how to acquire, hold, and manage real estate assets in the U.S. and abroad with maximum privacy and minimal tax exposure.
We assist with:
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Review of existing real estate holding structures (LLCs, trusts, offshore entities)
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Cross-border property ownership planning
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Financing and refinancing of high-value residential and investment properties
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Coordination with estate, tax, and legal advisors
🔐 Why Our Lifestyle Asset Advisory Matters
Luxury assets are illiquid, often complex, and carry unique legal and tax implications. Without proper planning, they can become liabilities—or worse, disrupt your broader estate and wealth strategy.
Our goal is to integrate your specialty assets into your total wealth picture, ensuring they enhance rather than complicate your financial life.
Key benefits of our approach:
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Enhanced asset protection and tax efficiency
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Liquidity access without forced asset sales
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Legacy planning for specialty assets
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Seamless coordination with your family office, legal team, or CPA
Ready to chat? Schedule a call with us