ARTXPRT

Financial, Insurance & Risk Management Professionals | Fine Art and Antique Appraisal Experts Serving Beverly Hills, Los Angeles, San Diego, Orange County, and Santa Barbara

​

In the world of wealth management, insurance, and risk assessment, precision matters. For financial advisors, insurance underwriters, and risk management specialists, understanding the true market value of fine art, antiques, and collectibles is essential to safeguarding client assets and ensuring regulatory compliance. For the past five decades, Robert Levy of ARTXPRT – The Beverly Hills Appraisal Company has provided independent, certified appraisal services across Southern California, serving clients in Beverly Hills, Los Angeles, San Diego, Orange County, and Santa Barbara.

​

With nearly 50 years of experience, Robert bridges the gap between the financial world and the art market, offering credible, USPAP-compliant reports that stand up to institutional review, insurance audits, and IRS scrutiny. His expertise helps financial professionals accurately assess high-value assets for estate planning, portfolio diversification, insurance coverage, and risk mitigation.

 

 

Why Accurate Appraisal Matters in Finance and Insurance

 

Fine art and antiques often represent a significant portion of a client’s net worth—yet these assets can be volatile, illiquid, and complex to value. An outdated or informal valuation can expose clients to unnecessary financial risk, underinsurance, or compliance issues.

Financial professionals rely on ARTXPRT to provide accurate, defensible valuations rooted in current market data and objective analysis. Our appraisals establish fair market value for wealth management purposes, replacement value for insurance policies, and liquidation value for risk management assessments.

​

Whether you are developing an estate plan, structuring a trust, advising on charitable giving, or underwriting a high-value collection, ARTXPRT provides the clarity and confidence your clients expect.

​

 

Who We Serve

 

We partner with a wide range of financial and insurance professionals, including:

• Wealth managers and private bankers

• Financial planners and family offices

• Insurance brokers and underwriters

• Risk management consultants

• CPA firms and tax advisors

• Trust officers and fiduciaries

• Investment advisors specializing in alternative assets
   

Our clients trust ARTXPRT to protect the integrity of their work by delivering valuations that are both precise and compliant with IRS and USPAP standards.

 

 

Comprehensive Appraisal Services for Financial and Insurance Professionals

 

ARTXPRT provides a full range of services designed to support asset documentation, coverage, and client advisory needs.

 

Our services include:

• Insurance appraisals for determining replacement value coverage on fine art, antiques, and collectibles.

• Portfolio and asset appraisals for wealth management and financial reporting.

• Estate and trust valuations to support long-term planning, equitable distribution, and fiduciary documentation.

• Fair market value appraisals for charitable donations, gifting, or estate tax filings.

• Risk management analysis to identify vulnerabilities in collection storage, transportation, or coverage gaps.

• Damage and loss appraisals for insurance claims and restoration documentation.

• Market update appraisals to keep asset values current and compliant with institutional policies.
   

Each appraisal is prepared by qualified professionals and includes complete market analysis, high-resolution photography, and transparent documentation of methodology.

 

 

Why Financial and Insurance Professionals Choose ARTXPRT

 

For professionals entrusted with high-value assets, the credibility of the appraisal firm you choose directly reflects on your reputation. ARTXPRT has built its legacy on trust, accuracy, and independence.

​

Established authority since 1975
For nearly fifty years, ARTXPRT has served as Southern California’s most respected source for art and antique appraisals, with clients ranging from private banks to national insurance carriers.

​

USPAP-compliant and IRS-recognized
All reports meet the Uniform Standards of Professional Appraisal Practice and are accepted by the IRS, ensuring full compliance for estate, tax, and charitable reporting.

​

Independent and objective
As a completely independent firm, ARTXPRT does not buy, sell, or broker art, ensuring all valuations are unbiased and free from conflict of interest.

​

Market-driven precision
Our appraisers continuously monitor market trends across galleries, auctions, and private sales, providing valuations grounded in real-world data.

​

Confidentiality and professionalism
All assignments are handled with strict discretion, maintaining the confidentiality expected in high-net-worth financial management.

 

 

Supporting Financial Professionals with Art Market Insight

​

ARTXPRT works closely with financial advisors and wealth managers to integrate art assets into comprehensive financial planning. We help identify opportunities for charitable contributions, gifting strategies, and estate tax optimization.

​

Our appraisals can assist with:

• Asset diversification planning

• Charitable gifting and tax deductions

• Estate and succession planning

• Risk exposure evaluation

• Insurance policy accuracy and updates
   

By providing current and defensible valuations, ARTXPRT empowers financial professionals to deliver more informed and strategic advice to their clients.

 

 

Risk Management and Insurance Expertise

​

Art and antiques present unique risks due to their value, fragility, and exposure to market fluctuations. Proper appraisal is the cornerstone of effective risk management.

​

ARTXPRT collaborates with insurance professionals and risk consultants to:

• Establish correct replacement value for policy issuance

• Evaluate underinsurance or overinsurance exposure

• Provide condition reports for coverage documentation

• Assist with claims following damage, theft, or loss

• Support restoration and conservation claims with credible valuation reports
   

Our team’s expertise in insurance appraisal ensures that both client and insurer are protected from unexpected discrepancies during claim review or audit.

 

 

Our Proven Appraisal Process

​

1. Consultation – We identify the purpose, scope, and intended use of the appraisal.

2. On-Site Examination – Our appraiser documents each item’s condition, provenance, and details.

3. Market Research – Comparable sales data and current market trends are analyzed for precise valuation.

4. Report Preparation – A USPAP-compliant appraisal report is drafted, complete with photographs and full documentation.

5. Delivery and Support – Reports are delivered digitally or in print, with ongoing support for questions or audits.
    

This systematic approach ensures that every appraisal meets professional, financial, and legal standards.

 

 

Serving Southern California’s Financial and Insurance Communities

 

From Beverly Hills to San Diego, ARTXPRT has been a trusted resource for financial and insurance professionals since 1975. Our clients include some of the region’s most respected wealth management firms, insurance agencies, and family offices.

We understand that high-net-worth clients expect accuracy, discretion, and efficiency. ARTXPRT delivers on all three—providing valuation expertise that integrates seamlessly into broader financial and risk strategies.

 

 

Partner with ARTXPRT for Professional Asset Valuation

 

When accuracy, compliance, and credibility matter most, financial professionals turn to ARTXPRT – The Beverly Hills Appraisal Company. We provide certified, independent appraisals that protect assets, support advisory decisions, and strengthen client trust.

Serving Los Angeles, Beverly Hills, San Diego, Orange County, and Santa Barbara, ARTXPRT remains Southern California’s premier resource for fine art and antique appraisal services.

​

Contact ARTXPRT today to schedule a confidential consultation and learn how our appraisal expertise can support your financial, insurance, or risk management objectives.

​​​