Estate Managers are tasked with a unique responsibility not only to oversee the daily operations of an estate, but to build a staff that works well together and fits into the culture of the home. When it comes to hiring it's essential to look beyond traditional skills and experience.
Last year I was approached by a somewhat overwhelmed Estate Manager for a well-known billionaire based in Silicon Valley. As she explained her situation, I realized she could use some advice on how to truly evaluate a contract security company.
Estate operations rely on trusted people and trusted systems. Computers, phones, cameras, and smart-home platforms are essential tools for managing large properties. A Technology and Internet Use Policy establishes how those systems are used, protecting both the principal’s privacy and the staff’s professionalism.
A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.
