Agent & Institutional Relations
Independent pricing analysis and transaction support for professional representatives and institutional counterparties.
ClearMelt Advisors works with professional representatives and institutional counterparties who require independent, transaction-focused support in precious-metal matters. We provide pricing analysis, offer review, and negotiation support in situations where value is difficult to benchmark and outcomes are permanent.
Our role is analytical and independent. We do not buy or sell metals and do not provide investment, tax, or legal advice.
Who We Work With
Attorneys & Law Firms
We support attorneys representing clients in estate, trust, probate, and inheritance matters involving precious metals or coin collections. Our role is to provide independent pricing analysis so counsel and clients can evaluate whether proposed dealer terms reflect fair and commercially reasonable value.
We work alongside—not in place of—legal counsel and do not provide legal advice.
Accountants & Tax Professionals
Accountants and tax professionals often encounter precious-metal assets during estate administration, liquidation planning, or client transitions. We provide transaction-focused pricing analysis to help clarify how value is being calculated and whether offers align with market conditions.
All tax and accounting determinations remain solely with the client's licensed professionals.
Executors, Trustees, and Fiduciaries
Executors and trustees are frequently responsible for managing unfamiliar and illiquid assets under time pressure. We help fiduciaries evaluate dealer offers and transaction terms so decisions can be made with clarity and defensibility.
Family Offices & Private Clients
We work with family offices and high-net-worth individuals who require independent review of significant or one-time precious-metal transactions. Our focus is on pricing transparency, market structure, and negotiation support.
Private Equity & Institutional Buyers
We support institutional buyers and operators evaluating acquisitions of bullion dealers and precious-metal businesses. Our work includes inventory valuation analysis, review of pricing models and spreads, assessment of market exposure, and transaction-focused diligence support.
We do not structure deals or provide investment banking services.
How We Support Agents and Institutions
- Independent pricing and fair-value analysis
- Review of dealer offers and transaction terms
- Negotiation support with third-party dealers
- Written summaries suitable for client or committee review
- Transaction support in estate, inheritance, and institutional contexts
Ready to Work Together?
Schedule a complimentary consultation to discuss how we can support your professional practice or institutional needs.