Trusts, Estates & Private Clients

Freeman’s Trusts, Estates and Private Clients team is committed to providing exceptional service and tailored solutions for clients and their representatives throughout the life cycle of a personal collection.

Our Trusts, Estates and Private Clients Group assists advisors, fiduciaries, beneficiaries, and private clients with confidential and customized appraisal and disposition services.

We offer solutions that are tailored to meet our clients’ timelines and specifications, as we recognize that each client and situation is unique. Our team is often called upon to assist in reviewing collections that involve multiple asset categories and residences throughout the country.

Our team offers complimentary walkthrough services with the end goal of providing preliminary feedback for appraisal and auction engagements. Bespoke sales and marketing plans are created for clients that are fully customized to meet key deadlines, honor legacy wishes, and ensure the best possible return for beneficiaries. We provide detailed proposals outlining the manner in which a potential sale will be conducted, from the initial value assessment to final settlement. When presenting single-owner sales, we truly pride ourselves in not only weighing the essential components of value but leveraging the unique narratives associated with each collection.

We act as a dedicated contact for advisors and their clients and are available to coordinate efforts, assisting in every aspect of valuation, advisory, and collection management. We also connect trust and estate professionals with our strategic partners, who will be able to assist with moving, storing, donating, and liquidating items not suitable for auction.

Services

• Complimentary walkthroughs
• Appraisals in conjunction with Freeman’s Appraisals, LLC for estate planning, estate tax, gift tax, insurance, and donation purposes, prepared in accordance with IRS and USPAP guidelines
• Auction estimates
• Sale and marketing recommendations, including bespoke proposals
• Estate settlement services
• Assistance in building a collection management strategy
• Support with authentication and gemological testing
• Multiple selling options, including live and online auctions and private sales
• Access to vetted partners including logistics, storage, and conservation