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The FIRST personal property appraisal firm to implement "Group Practice" methodology on a national scale. The FIRST to obtain a "no change order" from the IRS for appraisals in conjunction with creation of a Limited Family Partnership Trust. The FIRST to create and present nationwide a formal personal property education program for insurance industry underwriters.
The FIRST to create a "Value Management" system for large collections - to track and manage value changes, easing decision-making for collectors and curators.
The FIRST to create a large-scale artificial marketplace for a massive collection, enabling current valuation for charitable donation (the collection is now a museum).
The FIRST to introduce the "Permanent Insurance Report": updates generated automatically for the client's lifetime.
The FIRST college-accredited education program for personal property appraisal, portions created by one of our staff appraisers.
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