Private Client Services

Master Barrel advises a limited number of private clients and collectors on wine and spirits assets where provenance, structure, and long-term positioning are critical.

Our role is to support informed decision-making before capital is committed — across sourcing, blending, acquisition, and portfolio strategy — with discretion and clarity.

SCOPE OF ADVISORY

Private client advisory at Master Barrel focuses on decisions that are difficult or costly to reverse.

Engagements may involve evaluation, structuring, and guidance across wine and spirits assets held for personal, family, or long-term strategic purposes.

  • Private barrel sourcing and evaluation

  • Portfolio construction and acquisition planning

  • Blending direction and style definition

  • Maturation, ageing, and holding strategy

  • Cellar positioning and long-term planning

TYPICAL ENGAGEMENT AREAS

While each engagement is tailored, private client work commonly supports decisions such as:

  • Assessing private barrel or cask opportunities prior to acquisition

  • Structuring a wine or spirits portfolio aligned with long-term objectives

  • Advising on blending decisions for privately held stock

  • Evaluating maturation timelines and exit considerations

  • Providing independent perspective on rare or complex acquisitions

HOW ENGAGEMENTS ARE STRUCTURED

Private client engagements are advisory-led and structured around clarity, discretion, and accountability.

Work typically includes:

  • Defining objectives and constraints

  • Evaluating available options using sensory and structural criteria

  • Structuring decisions aligned with long-term positioning

  • Supporting execution where appropriate

There are no predefined packages. Scope is determined case by case.

DISCRETION

Master Barrel does not offer retail sales, public tastings, or open enrollment programs.

Private Client Services are designed for principals and collectors seeking informed guidance in asset-intensive, regulated environments where discretion is essential.

Request a Private Discussion

If you believe Private Client Services may be relevant to your objectives, you may request a private discussion to explore fit and scope.

Request a Private Discussion