You’ve reached a page available to Pro Members only. You should login to your Pro 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
Industry
Partner Directory-
Join our Business Directory. We welcome businesses that have a proven track record working with Estate Managers, Chiefs of Staff, Directors of Residences and Family Offices.
-
Revolving Front Page Ad
-
Contribute Educational Content to the Blog
-
20% Discount in the Store

Introducing United Citadel Group
United Citadel Group is committed to delivering exceptional service and peace of mind, building strong relationships with their clients based on trust, reliability, and integrity. We’re happy to have them join us as an Industry Partner.

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

Collection Management 101
Cataloging serves as the crucial first step in effectively managing a principal’s fine art collection. This entails meticulously gathering and documenting all pertinent information for each artwork.
