ETC

The transition coordinator is not just another advisor.

The role is strategic and integrative — structuring and coordinating all the actions and communications between the trustee, family members and the rest of the transition team: attorneys, accountants, appraisers, auction houses, museums, insurers, storage facilities, financial advisors, realtors and other team members to optimize a customized process through to a clearly defined completion.
 

We make transition teams more effective by first laying out a comprehensive strategy for the estate administrator that addresses all the elements of the complex estate. Next we work hand in hand with the administrator to oversee the execution of each step to ensure that the right actions happen in the right order. We keep the narrative consistent throughout the entier process, even as it changes, so everybody knows what the others are doing so no one is ever left questioning or navigating alone.  
 

Engagements are structured around estate complexity: asset type, geographic spread, family dynamics, entity structure, documentation condition, and market sensitivity. 

There is no standard package because there is no standard complex estate.