Introduction
Crypto, private equity, real‑estate‑intensive portfolios, and other non‑traditional holdings introduce valuation, liquidity, and concentration issues that can be central in trust, estate, advisory, and partner disputes. Esoteric Advisors helps counsel and courts understand how these assets function and whether they were used appropriately for a given client or entity.
How we help
- Evaluate crypto and digital‑asset positions, private equity interests, structured and hybrid products, DSTs and other 1031 exchange structures, and similar complex investments.
- Analyze closely held assets such as operating businesses, professional practices, agricultural operations, and concentrated real‑estate portfolios held in trusts, estates, and advisory accounts.
- Assess valuation, liquidity, diversification, and concentration risk, and whether the use of complex or illiquid holdings was suitable given the client’s circumstances and objectives.
- Provide clear reports and testimony explaining complex asset structures, cash‑flow characteristics, and risk profiles in terms accessible to judges, arbitrators, and juries.
- Bring deep knowledge of financial institutions such as money‑center banks, broker‑dealers, RIAs, trust companies, and professional fiduciaries when evaluating how complex assets were selected, structured, and supervised.
- Apply working knowledge of cryptocurrencies and crypto‑asset investments, including venture funding and private‑placement pooled vehicles, and analyze relationships between offshore and domestic structures.
Typical matters
- Trust, estate, and partnership disputes involving special or closely held assets.
- Advisory and broker‑dealer cases alleging unsuitable concentration or inadequate disclosure of complex investment risks.
- Contested decisions to acquire, hold, or dispose of illiquid or non‑traditional assets in fiduciary or wealth‑management contexts.