A multi-jurisdiction estate with art, real property, and alternative holdings
Coordination among estate counsel, independent appraisers, storage and logistics providers, and disposition specialists.
Discreet solutions
for extraordinary assets.
Secured Capital // Asset Curation // Estate Reallocation // Art Advisory
Independent coordination for collectors, families, private companies, and professional advisers managing complex assets across acquisition, stewardship, liquidity, estate transition, and disposition.
One relationship.Every asset class.
The Firm
Applied Asset Partners is an independent private asset advisory and coordination firm. We bring structure to matters that span specialist lenders, appraisers, galleries, auction houses, estate professionals, insurers, storage providers, and legal or tax advisers.
We serve clients internationally, with private meetings available by appointment in New York, Los Angeles, Miami, London, Milan, and Zürich.
Review the FirmStructured around the asset lifecycle
Secured Capital Solutions
Introductions to independent capital providers and coordination around potential asset-backed credit arrangements.
Review secured capital →Asset Curation
Private sourcing, provenance and authentication coordination, collection administration, insurance, storage, and disposition support.
Review asset curation →Estate Asset Reallocation
Process coordination for estate inventories, independent valuation, movement, donation, private sale, and auction pathways.
Review estate support →Art & Collectibles Advisory
Lifecycle stewardship across acquisition, documentation, appraisal, insurance, financing introductions, movement, and disposition.
Review art advisory →Engagement Process
Private, defined, and documented
01 — Qualify
Confirm fit, jurisdiction, timing, advisers involved, and the appropriate scope.
02 — Define
Document role, limits, compensation, conflicts, information handling, and deliverables.
03 — Coordinate
Organize independent specialists and maintain a single operating record.
04 — Execute
Track decisions, documentation, movement, introductions, and dependencies.
05 — Review
Close the matter or transition into ongoing collection and asset oversight.
Illustrative Engagement Profiles
Discreet by design.
Composite examples representing the types of matters AAP may coordinate. They do not describe a single identifiable client or guarantee an outcome.
A collector exploring liquidity without an immediate sale
Preparation and introduction to independent capital providers, with underwriting and lending decisions retained by those providers.
A family office formalizing a growing private collection
Documentation standards, independent valuation cadence, insurance coordination, storage records, and acquisition protocols.
Professional Partners
A defined referral pathway
We welcome qualified introductions from estate attorneys, trustees, CPAs, wealth managers, private bankers, insurers, and family-office advisers.
Review Partner Process
Begin a private conversation.
Initial inquiries should remain general. Do not submit asset values, account details, identification documents, or confidential financial records.