A Summer Home’s Readiness // Preparedness and Pre-Arrivals

A Summer Home’s Readiness // Preparedness and Pre-Arrivals

If you’re a little like me and many of my private service colleagues, this may be your favorite part of the job; the annual relocation to your principal’s summer home.

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Navigating the Process of Requesting Additional Staff

Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We've created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.

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What is an Estate Manager?

There doesn't seem to be a consensus about the role of the Estate Manager. Let's get the conversation going by asking what the job is, what are the skills, experience, and education needed to perform the work, among other requirements. Join a panel that includes the stakeholders in the conversation- an EM, and Employer, an Agency, and an Educator. The panel will be followed by a breakout Q&A and workshop that you'll automatically be seated in when the discussion ends.

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Selecting A Security Contractor- What You Must Know

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.

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