Institutional Standards. Absolute Neutrality.
We provide white-glove, disinterested archival and historical consulting services for private collections, family estates, and landmarked residential properties. Because we do not buy, sell, or appraise, our documentation is entirely objective and trusted by leading probate firms, insurers, and family offices.
FINE ART & ESTATE COLLECTIONS
Designed for private collectors, executors, and estate planning attorneys looking to transform chaotic household assets into organized museum-grade digital databases.
01
Digital Estate Inventorying & Cataloging
We systematically document your fine art, antiques, rare books, and family heirlooms on-site. Every significant object is assigned a unique Object ID and logged into a secure cloud-based database.
What You Receive:
A searchable, password-protected digital asset portal featuring high-resolution descriptive photography, exact dimensions, materials analysis, and location tracking.
02
Provenance Reconstruction & Archival Discovery
Leveraging training from internationally acclaimed fine arts institutions, we handle the intensive research required to trace an object’s chain of ownership. We sort through disorganized family papers, historical records, and gallery invoices to rebuild a verifiable lineage for high-value items.
What You Receive:
A certified Provenance Dossier linking physical pieces to historical bills of sale, auction catalogs, or gallery tags—critical for insurance updates, estate division, or future sales.
03
Independent Downsizing & Gifting Consultation
We act as an independent, neutral advocate for families navigating estate liquidation or philanthropic gifting. We evaluate the collection, organize family archives, and advise executors on the best institutional paths forward.
What You Receive:
Objective strategies and direct coordination for museum donations, institutional gifting, or consignment to specialized auction houses.
HISTORIC HOMES & STRUCTURES
Designed for landmark property owners, preservation architects, and luxury real estate agents seeking to document, protect, or qualify historic buildings for tax incentives.
01
Residential House Biographies
Every old house has a story. Drawing on methodologies from historic house museums, we conduct deep-dive historical and genealogical research to uncover the architectural lineage and social history of your home.
What You Receive:
A premium, beautifully-bound, narrative house history book featuring original building permit data, chain-of-title deeds, Sanborn fire insurance maps, and profiles of the home’s past inhabitants.
02
Historic Property Site Assessments
We conduct comprehensive physical walk-throughs of older residences to identify style markers, determine material integrity, and document original character-defining interior and exterior features.
What You Receive:
A rigorous Structural Integrity Checksheet highlighting original elements (e.g. shiplap, mortise hardware, historic fenestration) and identifying urgent preservation or water-intrusion risks.
03
Tax Credit & Landmark Designation Consulting
We guide property owners through the complex state and federal municipal pipelines required to secure protective status or access lucrative financial incentives for historic renovations.
What You Receive:
Complete execution of the 3-part application process for tax credits, local Protected Landmark designations to secure property tax exemptions, and application for Certificates of Appropriateness (COA).
HOW WE WORK
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