Valuations
Rare in consulting, Mr. Jerch operates in-house valuation services, in compliance with the Uniform Standards of Appraisal Practice (USPAP), giving him the distinct qualification to advise on insurance matters, gifting, and charitable donation valuations while adhering to strict IRS Art Panel requirements. This also allows him to issue all types of appraisals which a Collector may need internally, and therefore highly discreetly.
Insurance
Mr. Jerch “speaks insurance,” from helping choose the right policy, to obtaining competitive quotes, to reappraising the collection on a regular basis. And, in the unfortunate event of a claim, he manages all aspects and liaises directly with insurers, minimizing exposure.
Estate Planning
Further, Mr. Jerch recognizes that Collections can represent a significant portion of clients’ financial assets and are a considerable element in life planning. He specializes in working with private clients, trusts, estates, executors, fiduciaries, and their attorneys to strategically execute a plan for the future, avoiding pitfalls and leaving no potential opportunity off the table.