Family offices and fiduciaries

Our experts are ready to help you find the perfect solution whether it’s hallmarking, analytical testing or valuations,

Independent, confidential valuations for the stewardship of precious metal and heritage assets

Family offices and fiduciaries are responsible for the long-term stewardship, protection and transfer of complex and often irreplaceable assets. Birmingham Assay Office provides independent valuation services for jewellery, precious metals and hallmarked heritage objects, supporting family offices, fiduciaries, trustees and advisers across the UK.

With over 250 years of authority in hallmarking and precious metal assurance, Birmingham Assay Office delivers valuations that combine technical rigour, market understanding and discretion supporting informed decision-making across generations.

Your challenges...

Family offices and fiduciaries are increasingly required to:

  • Obtain accurate, defensible valuations for complex asset portfolios
  • Support wealth structuring, succession and intergenerational planning
  • Manage collections of jewellery, silverware and precious metal objects
  • Balance financial value with heritage, legacy and personal significance
  • Demonstrate due diligence to beneficiaries, trustees and advisers
  • Maintain confidentiality while meeting regulatory and reporting requirements

Independent valuation is essential to trusted stewardship.

How Birmingham Assay Office supports you...

Independent Valuations for Asset Planning & Reporting

We provide purpose-specific valuations to support:

  • Portfolio reviews and asset registers
  • Trust and fiduciary reporting
  • Wealth structuring and succession planning
  • Insurance and risk management

Valuations are tailored to the context in which they will be relied upon.

 

Probate, Estate & Intergenerational Transfer Support

Our valuation services assist with:

  • Probate and estate administration
  • Lifetime gifting and asset transfers
  • Trust formation and restructuring
  • Post-event valuation requirements

Providing clarity at key transition points.

 

Expertise in Hallmarked Jewellery & Precious Metals

As one of the UK’s Assay Offices, Birmingham Assay Office offers specialist expertise in:

  • UK hallmarking systems and historic standards
  • Jewellery, silverware and precious metal objects
  • Assessing intrinsic metal value alongside craftsmanship and rarity
  • Understanding heritage and legacy considerations

Ensuring valuations are informed, credible and balanced.

 

Confidential & Discreet Service

We understand the importance of discretion when working with family offices and fiduciaries. Our service offers:

  • Confidential handling of assets and information
  • Independent, impartial reporting
  • Clear communication with advisers where required

Supporting trusted relationships and long-term confidence.

Get In touch

If you represent a family office, fiduciary or trustee, Birmingham Assay Office can support you with independent, authoritative and confidential valuation services for precious metal and hallmarked assets.

to discuss valuations for family offices and fiduciary clients.

Why choose Birmingham Assay Office?

  • Independent Authority – One of the UK’s Assay Offices
  • Trusted by Professionals – Working with advisers, trustees and institutions
  • Heritage & Technical Expertise – Over 250 years in precious metals assurance
  • Impartial & Objective – No involvement in buying or selling assets
  • Discreet & Professional – Sensitive to private and fiduciary contexts

Our statutory role and independence underpin the reliability of every valuation we provide.

  • Case Study

    Valuation Support for a Family Office Collection

    Click through to find out more

  • The Challenge

    A family office required independent valuations of a diverse collection of hallmarked jewellery and silver objects to support insurance review and long-term succession planning.

  • Our Approach

    1 - Examined hallmarking, materials and condition

    2 - Considered market context and heritage significance

    3 - Delivered clear, confidential valuation reports

  • The Results

    1 - Improved clarity across the asset portfolio

    2 - Stronger support for planning and risk management

    3 - Increased confidence for trustees and advisers

As a new entrant into the UK market, Birmingham Assay Office gave us the expertise and credibility we needed. Their hallmarking and gem lab services, especially in distinguishing natural from lab-grown diamonds, gave our customers complete reassurance. Birmingham Assay Office were also able to support us with our supply chain to ensure our product flowed in the most efficient way to deliver in store on time, every time.

Representative from 

Global Jewellery Retailer

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Birmingham Assay office

0121 820 0773

Address

1 Moreton St, Birmingham, B1 3AX