Château Dernière Goutte
Fine wine merchant managing estate cellar valuations across the EU
€2.1M
Additional estate value identified annually through structured cellar inventories
The Problem#
- When a wine collector dies, the family often has no idea of the cellar’s contents or value — wine is stored in cases, racks, and off-site bonded warehouses across multiple countries
- A single bottle of 1945 Romanée-Conti can be worth €25,000; a case of 1982 Lafite, €30,000 — but only if properly stored and provenance is documented
- Solicitors receive handwritten cellar books or, more often, nothing at all
- Cross-border estates with wine in France, Switzerland, and Ireland require valuations under different tax regimes, each with distinct rules on what constitutes a “chattel” vs an “investment”
How They’d Use INHERIT#
- Each wine is an
asset.jsonentry withcategory: "wine_spirits"and subcategory describing the type (Bordeaux, Burgundy, Champagne, spirits) asset-collection.jsongroups the cellar as a whole, withdisposalStrategy—"sell_as_collection","sell_individually", or"dealer_bids"valuation.jsonwithproviderType: "dealer",method: "comparable_sales", andvaluationPurpose: "date_of_death"for probatecommon/media.jsonattaches photographs, cellar records, and provenance documentation- The
eu-successionextension handlesBrusselsIVChoiceOfLaw— determining whether French or Irish succession law governs the distribution of wine stored in Bordeaux but owned by an Irish national catalogue.jsonprovides the structured inventory linking assets to published sale catalogues
The Integration#
- Bidirectional: Château Dernière Goutte imports INHERIT documents from solicitors (receiving the estate’s known assets), conducts the cellar survey, adds structured valuations and provenance, and returns the enriched document
- Multiple dealers can receive the same structured catalogue for competitive bidding
The Business Case#
- Structured cellar inventories with provenance command a 15–20% premium at auction compared to undocumented collections
- Across 40–50 estate cellars per year averaging €80,000, this represents approximately €2.1 million in additional value identified
- Brussels IV choice-of-law tracking prevents costly disputes over which jurisdiction’s forced heirship rules apply
- Eliminates the 3–5 days solicitors spend re-keying valuation reports from PDFs
Before / After#
Without INHERIT:
- Wine collector dies in Dublin; the family knows about a cellar in the house but not 400 cases in a Bordeaux bonded warehouse
- Three months later, the bonded warehouse contacts the executor about unpaid storage fees — the collection is discovered
- A specialist flies to Bordeaux, spends a week cataloguing 1,200 bottles by hand, produces a 90-page PDF
- The solicitor re-keys every value; French and Irish tax authorities each demand their own format
With INHERIT:
- The collector’s estate plan includes an
asset-collection.jsonreferencing both cellar locations - On death, Château Dernière Goutte receives the structured inventory and conducts a targeted valuation
- The enriched INHERIT document serves both tax authorities, with Brussels IV choice-of-law recorded
- Competitive bids from three dealers are recorded in
dealer-interest.json— the family gets the best price
“The family asked us to value 'a few bottles in the cellar.' It was 1,200 bottles. The cellar was worth more than the house above it.”Antoine Bazin, Director, Château Dernière Goutte
Disclaimer: Château Dernière Goutte is a fictional organisation created for illustrative purposes. This case study describes a hypothetical integration scenario. All metrics, savings, and outcomes are projected estimates, not actual results. References to real regulatory bodies, courts, and legislation are for accuracy and do not imply endorsement.