You’ve reached a page available to Pro Members only. You should login to your Pro Membership account.
If you’d like to subscribe to read or watch content, use one of the options below:
Monthly
Subscription-
Subscribe to access our library of professional development resources for estate management.
-
Templates, Guides, and On-demand Video
-
10% Discount in the Store
Pro
Subscription-
Stay current with best practices, tools, and industry updates designed to help you operate with excellence.
-
Member-only Content
-
Member Events
-
Templates, Guides, and On-demand Video
-
20% Discount in the Store
Industry
Partner Directory-
Connect with our Network! We welcome businesses that have a proven track record working with Estate Managers, Chiefs of Staff, Directors of Residences and Family Offices.
-
Listing in the Business Directory
-
Revolving Front Page Ad
-
Contribute Educational Content to the Blog
-
20% Discount in the Store
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
Enhancing Estate Operations Through Year-End Reviews
Annual performance reviews serve as a strategic tool, offering a recap of the past year’s accomplishments, challenges, and opportunities for growth.
Summer Travels with Pets // Life-Saving First Aid Preparedness
Because a trip to the doctor is not on our list of things we like to do, especially when traveling or vacationing, preparedness is essential. Preparedness is prevention.