Executive Assistant Guide: Selling Bottles for an Executive or Family Office
Executive assistants and family office staff often coordinate complex transactions on behalf of principals. This guide covers how to handle wine and spirits sales efficiently.
What to Do Next
Confirm authorization from the principal or appropriate family office representative. This ensures the sale can proceed without complications.
Gather information quickly. If the principal has cellar management software or inventory lists, export those. If not, photos work.
- Confirm authorization from the principal
- Determine communication preferences (email, phone, text)
- Gather inventory from cellar software or create a list
- Photograph bottles if no inventory exists
- Submit materials for an offer
What Information Matters for Pricing
The more information you provide upfront, the faster we can provide an accurate offer.
- Inventory export from cellar management software
- Or a list with producer names, vintages, quantities
- Storage location (home cellar, professional storage)
- Any time constraints or deadlines
- Communication preferences for the offer
Common Mistakes to Avoid
Incomplete information leads to back-and-forth that delays the process. Gather what you can before submitting.
- Submitting without clear authorization
- Not specifying communication preferences
- Missing storage location information
- Underestimating time needed to gather inventory
- Not clarifying who makes final decisions
How the Process Works
We adapt to your communication preferences and work with the constraints you have.
- Submit inventory and photos through our form, email, or text to 213-770-9463
- We provide a written offer
- Present the offer to the principal for decision
- If accepted, coordinate logistics with appropriate staff
- Payment is issued to the authorized recipient
Privacy and Safety Notes
We work with high profile individuals and understand confidentiality requirements. Names are not disclosed publicly.
We can communicate through you, directly with the principal, or with designated representatives as preferred.
All documentation is provided in formats suitable for your records.
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 you work with our family office directly?
Yes. We can communicate with you, the principal, or other designated staff. Let us know preferred contacts and communication channels.
How quickly can you provide an offer?
Typically one to three business days after receiving complete information. If timing is critical, let us know and we prioritize accordingly.
Can offers be sent in specific formats?
Yes. We can provide offers via email, PDF, or other formats as needed for your records.
Who handles logistics?
We coordinate with whoever you designate. This might be you, house staff, or a storage facility manager.
How is privacy maintained?
We do not disclose seller names publicly. Communications are confidential. We can sign NDAs if required.
What if the collection is at multiple locations?
We can provide separate offers for different locations or a combined offer. Let us know the situation and we adapt.