Authorization Checklist for House Managers and Staff
A checklist to confirm approval, documentation, and privacy before submitting bottles for sale.
Quick Answer
House Managers (`HMs`) and Personal Assistants (`PAs`) often handle sales for High Net Worth individuals. We are accustomed to this workflow.
- You can initiate the quote process.
- You will need written authorization to finalize the sale.
- Payments are issued to the Principal unless a legal directive says otherwise.
- Privacy is our default setting.
Verification Checklist
Before you schedule a pickup, ensure you have these internal approvals to protect yourself and the Principal.
- Asset List: Approved list of exactly which bottles go and which stay.
- Written Approval: Email or text from Principal authorizing the sale (keep for your records).
- Bank Details: Correct wiring instructions for the account where funds should land.
Privacy Protocols
We understand the need for discretion.
- NDAs: We can sign your Principal's standard NDA if required.
- Unmarked Vehicles: Pickups can be arranged with discreet vehicles.
- Data Security: Client names are stored securely and never shared for marketing.
Common Mistakes
Avoid friction in the process.
- Selling items the Principal 'might' want later (always double check the list).
- Mixing personal bottles with the Principal's collection.
- Not knowing if the cellar was temperature controlled (find the records).
What to Do Next
Start the process seamlessly.
- Use our Inventory Template to list the assets.
- Upload photos via our secure portal.
- Mention 'Representation' in your notes so we know you are staff.
- We will provide a formal quote for you to present to the Principal.
What to Do Next
Ready to get an offer for your bottles? Submit photos and details through our form, or text photos directly if that is easier.
Frequently Asked Questions
Can I sign the Bill of Sale?
Yes, if you have Power of Attorney (POA) or specific written authorization. Otherwise, the Principal must sign digitally.
Do you pay commissions to staff?
No. We pay the seller (owner) the full amount. Any staff compensation is between you and your employer.
Can we remove the wine today?
We need to agree on a price and verify items first. Expedited service is available for established clients.
Do you handle insurance?
Yes, our shipping labels include insurance coverage once the carrier scans the packages.
What if asking the Principal is difficult?
We can provide a 'preliminary value' estimated range so you can present a compelling case (e.g., 'This clutter is worth $10,000') to get approval.