An individual may require a Non-Disclosure Agreement (NDA) to protect their privacy and personal confidential information. By having an NDA in place, they can legally require anyone who interacts with them to keep this information confidential. PRO Content.
As part of our ‘Summer of Sharing’ series, we’re exploring how Kelly Dixon actively shares her estate management knowledge to empower individuals in the industry and improve professional practices.
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.
Alongside overseeing the estate's operations and staff, Estate Managers may find themselves fulfilling the crucial role of an HR Manager.
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