Investing In Fine Wine

Who We Are

Estate Wine Brokers is a team of fine wine professionals with 50+ of combined experience buying, selling, valuing, and managing collectible wine portfolios. We work with private collectors, investors, family offices, estates, and wine enthusiasts seeking guidance in the acquisition, management, and eventual liquidation of investment-grade wine collections.

Through extensive market data, industry relationships, and firsthand knowledge of the world's most collectible producers, we help clients navigate the complex and often opaque secondary market for fine wine.

What We Do

Our role is to help collectors, investors, and wine enthusiasts develop thoughtful strategies for acquiring, managing, and ultimately liquidating investment-grade wine collections. Drawing upon decades of market experience, extensive industry relationships, and real-time market intelligence, we provide guidance on buying, selling, trading, valuation, provenance, and cellar management.

Today, Estate Wine Brokers advises collectors responsible for tens of millions of dollars in fine wine assets and works with clients throughout every stage of the collecting journey.

Why Invest in Fine Wine?

Fine wine occupies a unique position among alternative assets. Similar to fine art, collectible automobiles, and other scarce luxury goods, the world's most sought-after wines are produced in limited quantities and become increasingly scarce over time as bottles are consumed.

The combination of finite supply, global demand, and long aging potential has helped establish investment-grade wine as a recognized alternative asset class among collectors and investors alike. The strongest performers tend to come from a relatively small group of producers in regions such as Bordeaux, Burgundy, Napa Valley, Champagne, Tuscany, and Piedmont, where decades of market history provide transparency and liquidity.

Successful wine investing requires more than simply purchasing expensive bottles. Producer selection, vintage quality, provenance, storage conditions, and long-term market demand all play critical roles in determining future value. For this reason, many collectors focus on building carefully curated portfolios of investment-grade wines rather than chasing short-term trends.

Find Out More in our Book

OUR METHOD

INFORMATION

We closely follow harvest reports, we speak with winemakers and monitor trends in the auction and retail markets in order to harness supply and demand from the point of true opportunity. We are not mesmerized by the hype surrounding wine scoring, and we do not speculate on isosteric wines that have no age worthiness.

NEGOTATION

We network within Private Equity Groups, Family Offices, and other Wine Brokers to find investment-grade wine collections. We perform inspection, appraisal, provenance, and negotiation services at a fair rate to ensure optimal pricing and full disclosure for our Clients.

POST DELIVERY

We offer continued support to our Clients including logistics, insurance, cellar advisory, and sell-side assistance with auction houses and via our Private Client Network.

LIQUIDITY EVENT

We advise Clients as to when to liquidate all or part of their collections to maximize gains, and we know which outlets are performing at the highest levels. We provide a strategy that delivers maximum ROI over a sustained sale period. In some cases, we give clients alternative routes where they can realize greater gains, where we don’t make money. This is how we've built our credibility and referrals.

Additional information is detailed in our book, Investing In Fine Wine: How to Buy, Sell, and Profit from the World's Most Delicious Asset (Lioncrest Publishing, 2017). Full disclosure is that this book is a good do-it-yourself instruction guide. We plan to update this book in 2023 and each year moving forward.