Rare Tangible Asset Support for Family Offices and Private Clients

Rare Tangible Asset Support for Family Offices and Private Clients

Defined objectives. Documented decisions. Coordinated ownership. NAM works with private clients and family offices evaluating rare physical assets, with a particular focus on natural fancy coloured diamonds. Our role is to support the acquisition and ownership journey through sourcing, verification, documentation and ongoing asset coordination.

Defined objectives. Documented decisions. Coordinated ownership. NAM works with private clients and family offices evaluating rare physical assets, with a particular focus on natural fancy coloured diamonds. Our role is to support the acquisition and ownership journey through sourcing, verification, documentation and ongoing asset coordination.

Start with the Scope of the Mandate

Every enquiry begins with the client’s objectives, preferred asset characteristics, budget and intended holding period. Decision-making authority, approval requirements and the responsibilities of each party should be clear before acquisition work begins. This creates a practical framework for reviewing opportunities and deciding which assets merit further consideration.

Support Across the Asset Lifecycle

Sourcing and selection — Identify opportunities that meet the agreed acquisition criteria. Due diligence — Review laboratory reports, provenance records and relevant market evidence. Acquisition coordination — Bring the commercial terms, documentation and ownership arrangements together. Custody and insurance — Coordinate available arrangements and clarify access, coverage and costs. Asset records and monitoring — Maintain agreed ownership records and discuss valuation and market developments. Resale planning — Consider potential sales routes, timing, costs and liquidity limitations. The precise scope, reporting arrangements and charges are established for each engagement.

Work with a Named Specialist

Eliad Cohen, NAM’s co-founder and CIO, brings experience in colour diamond trading to the evaluation and selection process. A private discussion can help clarify the stone characteristics, supporting information and transaction terms relevant to your mandate.

Eliad Cohen, co-founder and CIO of Novel Asset Management

Information Your Decision-Makers Can Review

An acquisition should be supported by records that explain what is being bought, who will own it, where it will be held and what obligations apply. NAM can discuss the documentation and asset-management support available for the proposed engagement. Where tax, legal or wider financial advice is required, clients should involve their own qualified advisers. Those services should not be assumed to form part of a NAM mandate.

Define Your Rare Asset Mandate

Contact NAM to discuss your objectives, decision-making requirements and the asset support relevant to your family office or private portfolio.

Diamonds and other rare tangible assets can fall as well as rise in value. They may require a long holding period and can be difficult to resell. No return, appreciation or resale price is guaranteed. Any buy-back arrangement is subject to its written terms.