Opening a Winter Home | A Checklist for Estate Managers

Opening a Winter Home | A Checklist for Estate Managers

As keepers of the household’s standards, Estate Managers are responsible for overseeing every aspect of the home's readiness, from safety checks to aesthetic presentation. Their efforts help to ensure a seamless transition, allowing the family to immediately enjoy their winter home. This checklist will help make sure nothing is overlooked when moving to a seasonal residence.

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Employee Expense Policies

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management.

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Chain of Command as a Management Tool

A private estate requires coordinated leadership to maintain continuity, uphold standards, and manage a diverse set of responsibilities. An internal chain of command is the system that defines who gives direction, who receives it, and how accountability is maintained across the property.

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Mentorship for Estate Managers

In a recent conversation with Estate Manager Anthony Barlow, we discussed the the various mentors we have worked with throughout our careers and the opportunity to create a mentorship program.

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