Advisory
Advisory
Automotive Advisory for Fiduciaries, Wealth Managers, and Private Clients
We provide independent advisory services for the valuation, ownership, and disposition of automotive assets, helping clients navigate estate planning, wealth transfer, and other significant ownership events with confidence.
A Glimpse at four services, explained in depth.
01
Valuation & Appraisal
Independent valuations for estates, insurance, lending, divorce, and charitable donation — documented in a form that holds up for legal and fiduciary purposes.
Deliverables include Beneficiary Transfer Value Reports and Fair Market Value reports, prepared for trustees, attorneys, and financial institutions.
02
Portfolio & Succession Planning
Proactive evaluation of a collection before there’s a triggering event — documenting value and building a clear plan for what happens to it.
Ideal for collectors and family offices who want a documented plan in place before an estate transition forces the question.
03
Advisory
Objective guidance on whether to hold, sell, transfer, or donate a vehicle asset, grounded in current market knowledge.
Engaged during estate settlement, divorce, business restructuring, or a planned sale — wherever an informed decision is needed.
04
Execution
Representing a sale, managing ownership transfers and paperwork, or purchasing directly from a trust or estate at fair value.
Full coordination with trustees, attorneys, and beneficiaries from listing through closing.
HOW WE WORK
A disciplined process, start to finish.
01
Discovery & Initial Assessment
An initial conversation to understand the vehicle, the situation, and the timeline.
02
Physical Inspection
Hands-on evaluation of the vehicle’s condition, documentation, and history.
03
Market & Asset Review
Independent research into current market value and comparable transactions.
04
Strategic Recommendations
A clear recommendation — hold, sell, transfer, or donate — with reasoning.
05
Coordination with Stakeholders
Working directly with trustees, attorneys, and family members through to resolution.
WHERE WE’RE ENGAGED
Situations that typically call for advisory.
ESTATE & WEALTH TRANSFER
A family inherits several vehicles with no documented value — an executor needs a fiduciary-grade valuation before the estate can settle.
COLLECTION REVIEW & PLANNING
A collector wants their collection formally documented and a succession plan in place before it becomes someone else’s problem.
OWNERSHIP TRANSITIONS
A trust needs to transfer a vehicle to a beneficiary and requires a fair market value report to support the transfer.
STRATEGIC DISPOSITION
A Helping owners determine the appropriate timing, method, and market approach when selling automotive assets.
WHO WE WORK WITH
Built for the professionals trusted with significant assets.
Wealth Managers & Family Offices
Specialized automotive expertise for clients with significant vehicle assets.
Fiduciaries & Trustees
Objective guidance during estate administration and beneficiary decisions.
Estate & Probate Attorneys
Support on valuation, documentation, and disposition considerations.
Private Collectors
Guidance through acquisitions, collections, and long-term planning.
Twenty years in the collector car world — not behind a desk.
We have spent over two decades in dealership sales and management, procurement, brokering, and auction representation — working directly with private collectors, financial institutions, and law firms.
We stay close to the market through ongoing participation in Monterey Car Week, Scottsdale, RM Sotheby’s, Gooding & Co., Mecum, and Barrett-Jackson.
| $15M+ In collections managed | $4M+ Single transactions advised |
| 20+ Years of experience | 10+ Advising Trust Institution |
NEXT STEP
Discuss your situation, in confidence.
Autoist Group serves as an independent automotive advisor, providing the market knowledge and objective perspective needed to support fiduciaries, professional advisors, and private clients when automotive assets require informed decision-making.
When advisory transitions into execution, Autoist Group also provides asset advisory services, including documentation support, ownership transfers, and disposition strategy.
Autoist Group