Coordinating the research, sourcing, and execution behind your important purchases.

A single point of coordination for significant personal acquisitions — from curated one-time purchases to complex multi-party transactions.

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Services

Coordinated Purchase Advisory

We coordinate the people, information, and execution behind important purchases.

Our work spans both recurring personal procurements and more complex one-time transactions. The examples shown here are illustrative, not exhaustive. Each engagement is structured around the purchase, the counterparties involved, and the support required to carry it through cleanly.

Relationships

Every engagement follows a consistent coordination structure — intake, planning, diligence, negotiation, execution, and closeout. The scope of each phase depends on the mandate. Some clients engage for a single report or second opinion before a decision. Others require full mandate coordination across sourcing, evaluation, and execution. Longer-term advisory relationships are available on a retainer basis for clients with recurring or ongoing requirements.

Report

For clients seeking targeted research, valuation context, or a second perspective before a decision is made.

Mandate

For clients who want support across sourcing, evaluation, and execution for a specific acquisition.

Ongoing

For clients who want a trusted advisor involved across multiple decisions over time.

About

Brian Jacobs advises individuals on high-value personal decisions, bringing a background in rigorous analytical work and structured problem-solving.

He holds a Master of Science in Finance from Vanderbilt University. His professional experience spans large-scale corporate environments, private equity–backed businesses, and advisory settings, where he has worked on complex, high-stakes situations requiring disciplined judgment and clear execution.

That same approach is applied to personal purchases—where pricing is often opaque, information is fragmented, and outcomes depend on judgment.

Brian works across research, pricing and market context, sourcing, and coordination of independent specialists to ensure decisions are well-informed and properly executed.

FAQ

Any significant purchase involving multiple parties: personal goods such as jewelry, art, watches, custom furniture, and high-end electronics, as well as lifestyle services including travel packages and event sourcing. The focus is on purchases with real complexity — whether a one-time high-value item or a recurring acquisition requirement.

NDAs, encrypted communications, and work through intermediaries when required. Client names and spending are never disclosed. Vendor outreach and billing are handled discreetly, often under a generic project reference.

Fees are tailored to each engagement. Models include hourly, fixed retainer, a percentage of the transaction, or a share of negotiated savings. The structure is always outlined in the engagement agreement before work begins.

No. We coordinate third-party specialists — appraisers, inspectors, installers — and approved vendors. We do not act as brokers or principals, do not take physical delivery of goods, and do not hold funds. This preserves impartiality throughout.

A brief call to define the scope is typically the first step. Following that, an engagement letter outlines the approach and fee structure. Once agreed, coordination begins immediately. There is no minimum purchase size.