Wealth management advice · family office · notary (notaire)
Your clients' wine: a wine merchant to send them to
One client buys a house and wants to fill the cellar, another is passing theirs on, a third wants to “invest in wine”. You are not a wine seller, and just as well: you need someone reliable to send them to. Here is what we do, what we don't do, and how we work with advisers.
Three moments when your client needs a wine merchant
They are buying a house
An empty cellar with two hundred to two thousand spaces. We propose a composition, a named selection and a quote. See having a cellar filled. For a client in Switzerland, great growths and older vintages, with customs.
They are thinking of their children
A case from each child's birth-year vintage, to keep until their eighteenth birthday, or the year they marry. See the family cellar.
They are passing on their cellar
A valuable cellar is described bottle by bottle: château, vintage, format, fill level, label. That is the basis of any valuation.
What we don't do
We don't build cellars as investments and we don't sell investment products. Wine is not a financial product: it earns nothing until it is sold, sells slowly, costs money in storage and insurance, and its value depends on storage conditions nobody can guarantee from afar. A client who wants to “invest” should hear this before buying; a client who wants to drink great wines in ten years' time is buying exactly the right thing.
How we work with advisers
You introduce a client to us, or send them the link to a page. We call them back, we propose a selection, they decide.
For your own firm's year-end gifts, the client gifts for professional firms page works it out per client and in total. Estate agencies that give the buyer a cellar have their own page: the buyer's gift. A client who has just sold their business or received a bonus: the bottle, the closing dinner, the first cellar.
Is wine a good investment for a client?
Rarely in the financial sense. Only a small share of great wines gains value, over long periods, and resale goes through intermediaries who take their cut. Wine is a good purchase for someone who wants to drink it or pass it on; it is a mediocre investment for someone who wants a return. The full calculation: investing in wine.
How is a cellar treated in an estate?
A valuable cellar forms part of the estate and is valued separately, from an inventory. The notary says how to declare it.
Who is the contact?
Transvins, a Bordeaux wine merchant (négociant) since 1986, based in Bordeaux. Requests come to us directly, with no intermediary platform.