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Custom-Built Instruments: Luxury Investments for Ultra-High-Net-Worth Individuals

Find out how custom-built instruments blend artistry and investment potential, offering ultra-high-net-worth individuals unique value beyond traditional assets.

Award-winning Financial Advising | Robertson Stephens Wealth Management, LLC.

Award-winning Financial Advising

Robertson Stephens Wealth Management, LLC.

Find out how custom-built instruments blend artistry and investment potential, offering ultra-high-net-worth individuals unique value beyond traditional assets.
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What Financial Advisors Should Consider About Custom Instruments for Wealth Optimization

Introduction

For the ultra-high-net-worth individual or family, wealth optimization extends beyond conventional asset classes. Among exclusive investments, custom-built instruments stand out as both luxurious collectibles and artistic statements, merging craftsmanship with unique cultural value.

The Tradition of Craftsmanship Meets Personalized Artistry

Unlike mass-produced musical instruments, custom-built instruments represent a deeply collaborative process between craftsperson and musician. Each instrument is uniquely designed to reflect the player’s individual style, tonal preferences, and aesthetic vision, resonating with a tradition that dates back to master luthiers and innovators such as Harry Bertoia, Harry Partch, and John Cage. These creators transformed instruments into extensions of composition itself, where form and capability directly influenced musical style and innovation.

Custom Instruments as Luxury and Investment

For ultra-high-net-worth individuals, these instruments transcend their functional purpose, becoming luxurious heirlooms and viable investments. Their rarity and bespoke nature often imbue them with appreciating value, sometimes paralleling fine art collections. Among the factors that influenced value appreciation the most, we can name:

  • Provenance and association with famous makers or musicians

  • Innovative designs incorporating unusual materials (e.g., marble elements or electro-acoustic features)

  • Symbolic construction details that convey story and significance

Moreover, as works of art, they invite multidimensional appreciation, spanning auditory, tactile, and visual experiences.

Considerations in Custom Instrument Creation

The process may include prototyping with advanced techniques such as CNC machining or laser cutting, fused with traditional woodworking. Advisors and clients should understand variables such as string materials and resonance body types, which dramatically affect tonal quality.

Playing mechanisms also range broadly, from rotational systems to digital interfaces, opening avenues for improvisation and personalized expression.

Integrating Custom Instruments into Wealth Strategies

While custom instruments offer aesthetic and financial benefits, balancing such assets within a broader portfolio requires thoughtful planning. This is where Robertson Stephens Wealth Management excels. We help our clients optimize not only capital but also time, freedom, health, and family continuity.

By including alternative luxury assets such as custom instruments alongside traditional holdings, clients can diversify meaningfully while preserving legacy and enhancing lifestyle fulfillment.

What Financial Advisors Should Consider About Custom Instruments for Wealth Optimization

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Harry Bertoia

Harry Bertoia was an Italian-born American artist, sculptor, and designer whose innovative work bridged the worlds of visual art, acoustics, and musical expression.

Bertoia is particularly celebrated for his extraordinary handcrafted sound sculptures, often referred to as “Sonambient” instruments. T

These custom-built instruments produce rich, atmospheric tones when touched, moved, or activated by natural forces such as wind.

Bertoia’s unique creations transformed sculpture into a musical medium, establishing him as a pioneer in the field of sound art.

Today, his rare sound sculptures are highly sought after by collectors for their artistic significance, craftsmanship, and distinctive sonic character.

Harry Bertoia

Harry Partch

Harry Partch was an American composer, instrument maker, and musical innovator best known for creating one of the most extraordinary collections of custom-built musical instruments in modern history.

Partch developed his own microtonal scale and designed an entirely new family of handcrafted instruments capable of producing the unique tonal relationships required by his compositions.

His instruments combined exceptional craftsmanship with groundbreaking acoustic experimentation. Works such as the Chromelodeon, Cloud-Chamber Bowls, and Marimba Eroica remain iconic examples of bespoke instrument design.

Harry Partch

John Cage

John Cage was an influential American composer, artist, and musical visionary whose experimental approach to sound profoundly reshaped the possibilities of custom musical instruments and contemporary music.

Cage frequently transformed everyday objects, prepared instruments, and unconventional materials into unique sound-producing creations. His pioneering concept of the prepared piano effectively turned a familiar instrument into a custom-built sonic environment capable of producing entirely new timbres and textures.

Through his innovative explorations of chance, acoustics, and instrument design, Cage expanded the definition of what a musical instrument could be, inspiring generations of composers, instrument makers, and sound artists.

John Cage
Find out how custom-built instruments blend artistry and investment potential, offering ultra-high-net-worth individuals unique value beyond traditional assets.


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Testmonials

Testimonials provided by current clients of Robertson Stephens. Testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.

Avi and his team have functioned as a private office for me, extending my capacities by managing my personal wealth and advising me on anything finance-related. Whenever I pose a question to them or ask them to handle a task, I know that it will be done promptly with consistent communication, the utmost skill, and great integrity. I could not have hired a better team. I don’t know what I would have done without Avi. When a sudden liquidity event completely transformed the scale of my wealth, Avi was there to help me navigate all of the new questions and opportunities. My prior wealth plan went out the window, and I had to make decisions about investing, taxes, estate lawyers, risk, charitable donations, supporting my family, and even personal security. Avi helped me navigate all those things, connecting me with the best possible advisors and giving me the support I needed to make informed decisions.

Client since 2019

We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us. On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters.

Client of over 15 years

Avi Deutsch has managed our assets and helped us determine our financial future for nearly half a decade. His close attention to our particular investment needs is evident in the decisions and opportunities he makes available to us. Avi goes out of his way to connect us with his wider network when it makes sense, which has been invaluable. We are happy to be working with him and look forward to working together for many years to come.

Client since 2021

Get your ultra high-net-worth guide

Download the brochure on Robertson Stephens to stay ahead.

Download the brochure on Robertson Stephens to stay ahead.
Questions
Can Robertson Stephens help me create a financial plan?

Yes. Every financial plan at Robertson Stephens is completely customized to you. Our advisors conduct an in-depth discovery process to understand your specific needs, goals, and concerns, then build a bespoke wealth plan tailored to your unique situation - covering everything from your risk profile to your tax sensitivity, liquidity needs, and even your personal values.

How does Robertson Stephens Wealth Managers get paid?

We work on a fee-based model, which means our compensation is tied to the assets we manage for you rather than commissions on products we sell. This aligns our interests with yours - when your portfolio grows, we do better too. The specific fee structure varies by client based on your situation and needs.

How does Robertson Stephens manage investments?

We build personalized portfolios based on your specific situation, including your risk tolerance, tax sensitivity, liquidity needs, and values. We use a disciplined approach that balances long-term growth strategies with short-term opportunities when they make sense. We continuously monitor your investments and adjust as needed, drawing on institutional-quality research and due diligence.


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