Counting Eggs (Bottles) and Making Friends

Look familiar? Does the thought of figuring out what wine to drink this weekend leave you slightly overwhelmed? Holidays and family celebrations provide us with a unique opportunity to pull that "special" bottle from the cellar or take a chance on the wine merchant and learn more about a wine we have never had. And to reflect.

What would your wine map look like?

I recently had the great pleasure of working with a new client to organize and inventory his wines. A familiar story of wines going from one house to the next having been collected over the years and finally being consolidated in a temperature controlled locker. He happily showed me the first wine his mother ever gave him, we rediscovered his honeymoon wines and he introduced me to new producers and shared his stories of his wine travels. We talked about the wines from Italy and the little old lady he woke from a mid-day siesta who offered him lunch as he journeyed up to her cellar. He shared the story of a promient Napa wine producer and his special plot of Zinfandel planted just for said producer as his "lunch" wine. For hours we were undisturbed by phones, email or the rest of the world and we just talked wines and shared stories, having only met that day. We took a trip down wine memory lane and now we will figure out where those wines are in their lifecycle.

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As we analyze the data, map the wines out and provide a roadmap for drinking his wines over the years to come, we will have done our job. We have helped the client re-connect with his wines, the wines will get into a glass and we have had time to reflect on how those wines came to be in that locker in the first place.

This holiday weekend whether you are a collector, new to wine or starting your wine library, find an interesting wine with a story to tell. If you can pull out an older vintage, do. If you have been saving a wine to share with those special friends and family, take a chance this weekend.

I am cracking a 2007 Chateau Angelus with British and Irish friends who are new to America. A few years ago I made a new friend at the Nantucket Wine Festival, Jean-Bernard Grenie, from Chateau Angelus. I was mesmerized by his wines and enchanted by his commitment to his craft and his kind, inviting demeanor. I will forever be grateful to him for coming to my home in Boston and sharing his wines with a few AOC Advisors supporters in the early days. A remarkable experience and one I will never forget. Easter 2017, with the wine now 10 years on in bottle, is the right time to check on the wine's evolution. I shall regale the story of JB, build more friendships through wine and learn a little bit more about the magical relationship between wine and time.

You have to drink it sometime, make the time. #nowinetozero

Six Top Tips for a Better Wine Year

Wine and time have a complicated relationship. Unlike other collectibles, wine goes to zero and as a "wasting asset" the need to actively manage and engage with a collection is imperative. Wine collections should be valued and reviewed every year just like any other asset. Here are six things we review for clients to set them up for a positive wine year to come.

1) Drinking Windows - Somewhat subjective but in actuality very quantifiable and important to the evolution and value of wine. The 2017 drinking window will open and the 2016 windows will close. The market will also look at the windows and assess a value accordingly. Knowing what wines to drink when over the next 5, 10 and 20 years can set a collection up to be fully enjoyed over time. Make a wine plan.

2) Diversity - Palates can change over time but the reality is palates vary by experience and education. The concept of a sophisticated palate should not be lost on a wine collection when reviewing its long term value. Wines from various regions, producers and varietals add to the offering and really shows the adaptability and range of experiences wine can offer.

3) Provenance - Where were the wines bought, where and how have they been stored? Is there original documentation to prove the source of purchase? Have the wines been stored with proper temperature, light and humidity? Not only will this affect the quality of the wine but its longevity and inherent value too.

4) Vintages - Well diversified collections across many vintages hold value over time much like a bond portfolio. As one vintage rolls on others evolve creating a unique value proposition. Top wines from top vintages and producers is traditionally the best strategy for holding value, but so called "off the run" vintages offer value and variability and may find increased demand as a result. Each vintage expresses the unique attributes of the weather which will affect how a wine will age. Each potential wine buyer has a level of knowledge or interest that varies from one to another and will influence their wine choices.

5) Rarity - Production size does matter. The Bordeaux Chateaux produce on average between 15,000 to 20,000 cases a year making them relatively accessible and liquid. Some Burgundy producers from one plot of land can produce as few as 300 to 5,000 cases. Wines not readily available from merchants, mailing list and allocated wines often have a brand value that is always in demand regardless of consistency. Supply and demand are the reality of the wine market and as time goes on the value of the wines has the potential to go up based on pure market force.

6) Format - Are wines in single bottles, six packs or 12 packs and do they have original wooden cases. Are the wines in unique hard to find formats like 5 L or 6 L or even larger. Larger formats tend to age longer, better and fewer of them are made. Larger formats are fun to share and offer an added bonus for the experiencing the wine.

Keeping up with a collection is not easy. Making it as hassle free and easy to engage with will only increase the value of your collection as well as it's enjoyment. Managing acquisitions and disposals throughout the year is easily accomplished with monthly updates. Following news on wines and vintage developments can be achieved when you know what you already own and where your wine interests lie. New year planning is the perfect opportunity to take stock, make a wine plan and get focused on the year ahead.

Contact us today for a free year-end consultation for you or your estate, wealth or insurance clients. You will be glad you did. No wine to zero.


A changing of the political guard is coming and whether you are celebrating or drowning your sorrows, the wine market has been a major beneficiary of the uncertain political climate.

The fine wine market is up 23% this year after over five years of dismal performance, thanks in part to politics and time. Wine represents a hard asset with little volatility and more visceral enjoyment in a low yielding, highly volatile and uncertain world. The deepest secondary market for fine wine is the United Kingdom and when the decision was made to jump from the European Union ship, the pound started it's now 20% decline down from 1.51 to a low of 1.21. Prices for wine in the secondary market have remained steady so dollar buyers have found plenty of reason to look across the Pond for value and sellers are ready to move stock before the next shoe falls.


The fine wine secondary market reflects it's physical nature, where diminishing supply drives vintage movements and tasting reports from critics can move demand. The investment grade wine market is approximately $15 billion dollars with millions rather than billions traded each day, but it is an important part of a wider ecosystem that sheds insight on how rare and hard to find "assets" can be aggressively bid within a few dollars or the bid-offer can be as wide as thousands for the really rare gems. The market has constituents and indices to follow and has provided a source of value and opportunity in 2016. There are six wine exchanges in the United Kingdom and a few in France too and they bring together traders looking for fine wine where they can bid and offer to their heart's content, me included.

The catch, however, because there always is one, is wine has a finite life. Like a bond it has duration and as it moves through time it's value will sadly fall not even back to par, but to zero. Like any asset, being able to actively manage quantities, regions, producers, drinking windows, performance and values means making an investment in the time and the tools to engage with the assets and make informed decisions. It's just not as easy as heading down to the cellar to see what catches your eye, some of those bottles are moving quickly through time and need attention in your glass before you miss the opportunity.

Whatever politics dictate, wine will remain steadfast and true so head to the fine wine section this week, either way you will be glad you did.

No wine to zero is our motto @ V.2. launched this week with it's cool new add, delete and search features.