CONSULTING THEMES & FEES
MANAGE YOUR PRIVATE COLLECTIONS/ ECLECTIC HOME CLUTTER & FAMILY HEIRLOOMS
Is your home full of family heirlooms and unique collections: rare books, silverware, china, textiles, furniture, Greek antiquities, portraits, sculpture - and other fine artefacts?
Beyond aesthetics, your home may require a review, to better manage, optimise, repurpose, protect and place things. Some acquisitions may be cluttering your spaces or lay forgotten deep in storage for years - needing to be sorted out. A 'procrastination spot' of many avid collectors & inheritors of fine things… Also, consider the future of your precious possessions. Will your successors want them, as much as you do? Or, will these be auctioned off, at first opportunity at Sotheby’s? Let's talk about your things. If you are an owner, inheritor or beneficiary of cultural artefacts, these sessions will help you make better decisions, create more value, improve your home design and plan ahead. |
LIQUIDATE OR CLEAR A DECEASED ESTATE & SHARE OUT VALUABLES AMONGST CO-INHERITORS
The down-sizing of an ageing parent’s home /or sorting out the space of a loved one who has just passed away - can be emotionally triggering, financially pressing or physically overwhelming.
For many people, inheriting can be a great challenge. Your circumstances may also involve making these decisions with siblings, a parent, a second spouse and other co-owners (friendly or hostile). Does the property need to be cleared out, separated, managed, repurposed, renovated, financed, opened to the public or sold? Along-side the experts involved; lawyers, real-estate agents, appraisers, architects, estate liquidators etc., the Inheritance Muse sessions can guide you through the process. Get the support you need to take decisions along the way, resolve conflict, find the right expertise, relieve stress and clear out things for the best possible outcome. |
RESTORE & OPTIMISE
FAMILY ARCHIVES/ AN ARTIST'S ESTATE OR A HOUSE MUSEUM Did you recently become a beneficiary or inheritor of a artefact collection, small museum, heritage hotel or historical archive? Taking aside, curation, technical appraisals, legal & financial considerations - how is this inheritance impacting you?
Do you have a clear vision and business-plan concerning the future of this project? Explore your feelings, sense-of-duty/ entrapment, aspirations & deeper concerns regarding the gift. What changes or innovations would you like to bring to the project- to develop and make it more feasible? Would its sale be a better course of action? These sessions will help you make decisions which honour the estate, but also, will bring freedom, money, purpose, creativity - and above all, value to you as its new custodian. |
ESSENTIAL DECISION-MAKING
FOR OWNERS/ HEIRS OF CULTURAL PROPERTY & HISTORIC ESTATES Too many estates have gone to ruin, devaluation and others ones have divided up families. Historic and cultural assets come with their challenges: high taxes, management, out-dated business models, costly renovations, preservation of vulnerable collections, historic house legislation, family constitutions, succession planning issues...
Adding to the equation come all kinds of emotional triggers: family dynamics, conflicting interests, uncooperative spouses, anxiety, overwhelm and legacy issues - all of which may lead to the known burdens, pitfalls & 'casualties' of inheritance. Through the sessions you can (1) explore your personal vision, (2) resolve your concerns & dilemmas(3) implement your chosen business-model (4) and pave a clear strategy though your challenges, towards a thriving, innovative & meaningful custodianship. |
CREATE A VALUE-BASED
SUCCESSION PLAN & MEANINGFUL WEALTH TRANSFER In midlife, many of us become inheritors. As our parents age or pass away, issues around inheritance come to the forefront. At the same time, we may also develop thoughts about our own mortality, legacy and succession planning.
It is natural to seek financial and legal advice. However, there are many decisions related, that require deeper understanding and foresight to ensure meaningful value transfer. Your wealth spectrum is large. It includes both the tangible & intangible aspects- not just assets. Along-side your expert advisors, The Inheritance Muse sessions will help you (a) to make necessary life decisions which will enhance your quality of life & well-being (b) to create clarity within yourself and with others about what is possible (c) to clearly sort-out your things, manage, archive and preserve what you value most. |
FAMILY LEGACY-
EXPLORE THE GEMS & BURDENS PASSED DOWN THROUGH YOUR LINEAGE When delving deeper into our family story, we will find intangible elements passed down to us by our parents & ancestors. These may include beliefs, values, strengths, talents, character traits, insights and experiences, that subtly shape our daily lives.
Some of these may be connected with limiting beliefs / patterns, family trauma or carry legacy burdens. Epigenetic science, has shown us that the memory of trauma can be transferred through DNA. Many inheritance dilemmas, anxiety or conflict, originate from unresolved lineage issues. The Inheritance Muse Method™ offers the opportunity to address, release, heal and evolve these parts, so that your personal & ancestral narrative becomes a more empowering one. |
INSIGHTFUL
INHERITANCE CONSULTING
BEYOND THE LEGAL AND FINANCIAL
INHERITANCE CONSULTING
BEYOND THE LEGAL AND FINANCIAL
FEE STRUCTURE
|
To be true to tradition,
you need to be true to its flame, not its ashes.
-Jean Jaurès (1859-1914)
All rights reserved 2022. Matina Agio