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The Great Debate: Hybrid Roles

Our panel discusses the pros and cons of hybrid roles, which roles can / shouldn’t be combined and if the roles are sustainable, among other points.

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Writing a Request for Proposal

Whether you’re building a custom home, commissioning a portrait, or planning an event, the RFP (Request For Proposal) should be your first step. The RFP provides background information and expectations to potential vendors and invites them to submit a proposal for the project. PRO MEMBER CONTENT

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Estate Staffing Design

A staffing design plan can be used to pitch your plans to the family office, the Chief of Staff, or whoever will need to approve your hiring. This exercise can also be the basis for your staffing budget, job descriptions, and scheduling.

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