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.

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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 structure — intake, planning, diligence, negotiation, execution, and closeout — with scope determined by the mandate.

Some clients engage for a single report before a decision. Others require full coordination across sourcing, evaluation, and execution, or an ongoing retainer for recurring 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 purchase.

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 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.

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.