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

A single point of coordination for high-value personal purchases — from one-time research and sourcing engagements to full-mandate coordination across multiple parties.

Personal Shopper·Household Assistant·Research & Execution

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Services

Know what to buy, what to pay, and who to trust.

Boats & watercraft

Fine jewelry & watches

Antiques & art

Furniture & design

Appliances & systems

Recreational vehicles

Custom rugs & textiles

Exercise equipment

Collectibles

Auction purchases

Commissioned objects

Gifts & occasions

Private travel

Audio & home theater

Outdoor equipment

Wine & spirits

Cameras & optics

Sporting goods

Musical instruments

& many more

01

Research & Decision Support

We research options, coordinate specialist inputs, and compile the decision information clients need to move forward with clarity on value, tradeoffs, and pricing.

02

Sourcing & Market Access

We handle discreet outreach to sellers, makers, and dealers — coordinating sourcing conversations and pricing discussions so clients can access strong options without managing the process themselves.

03

Purchase Management Office

We manage vendors, paperwork, logistics, delivery, and billing throughout the execution phase — so purchases close cleanly without the client tracking every moving part.

04

Specialist Coordination

We identify and coordinate independent specialists — appraisers, inspectors, conservators, handlers, and others — required to properly evaluate, document, and execute a purchase.

Relationships

Every engagement follows a consistent structure, with scope determined by the mandate.

Outside of this structure, every relationship is different. We specialize in repeat business. Our services are tailored to each individual and their needs.

REPORT

Single report

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

MANDATE

Full mandate

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

ONGOING

Retainer basis

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

About

Brian advises on high-value personal purchases, 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 corporate environments, private equity–backed businesses, and advisory, 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 personal purchase with real complexity — fine art, jewelry, watches, custom furniture, high-end electronics, and private travel. The focus is on situations where independent research, sourcing, or coordination adds meaningful value.

Anticipated Purchase Price

Through NDAs, encrypted communications, and intermediary arrangements when required. Client names and spending are never disclosed. Vendor outreach is handled discreetly, often under a generic project reference.

Fees are tailored to each engagement. Models include hourly, fixed retainer, a percentage of the transaction value, or a share of negotiated savings. The structure is always outlined in the engagement letter 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, and do not hold funds. This preserves impartiality throughout.

Reach out to schedule a brief introductory call. We discuss scope and fit, then outline the approach and fee structure in an engagement letter. Coordination begins once the agreement is in place. There is no minimum purchase size.