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Asset Management

Managing Storage Inventory

To properly manage storage, it’s not enough just to label a box; There’s a process I’ve put in place that helps me to pull inventory and locate items anywhere at a moment’s notice. I’m sure there are other methods, but I can assure you, this plan works.  PRO CONTENT

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Art

Wynn Win // Loaning Fine Art

Whatever the reason your Principal may choose to loan a priceless work to a museum, as part of your due diligence as the Estate Manager, you should research and collect information on the transaction and create a detailed records file of the transaction. PRO CONTENT

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Career

What is a Mentor?

Whether you need personal or professional development, a mentor is someone that helps you achieve your development goals. In the coming weeks we’ll be launching a mentorship program. If you have interest in participating as either a Mentor or Mentee, join the “Mentorship” group.

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Community

Defining the Mission

The mission of the Estate Management Network  is to cultivate, educate, evaluate, and advocate for the professional estate management community. 

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Pro Blog

Presenting Candidates to Your Principal

After a successful round of interviews, have you wondered how to present candidates to your principal without overwhelming them with a file of résumés, references, and recommendations? I’ve found that writing a brief of candidate sketches is the first step. PRO CONTENT

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Perfect Candidate
Human Resources

Hiring The Perfect Candidate

As a private service placement agency, it is our job to source the proverbial “perfect candidate.” The question here is where does the “perfect candidate” come from?

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Agencies

The Ultimate Agency List

In the fall we sent out a poll asking for your favorite domestic agencies. We’ve tallied the responses and put together the ‘Ultimate Agency List’ for our members. Login to see the list.

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Design

The Estate Brand

An estate brand is both an ideology and a physical manifestation of aesthetic, design and service. It represents the intended reputation or expectations of the home.

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Events

Does Your Event Need a Waiver?

Each time our principals host a party, they’re exposed to certain liabilities ranging from accidental injury to the responsibilities of an open bar and privacy concerns. At what point do you need to cover your events with a waiver of liability?

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Events

Event Planning Workbooks

Events require detailed tracking and organization. You need to be able to track your budget, Vendors contacts, guest lists, seating arrangements, to-do lists and ideas all in one place.

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Events

Seating Arrangements

Whether you’re seating 10 or 100, it’s important to know who is seated where and what’s important to them. Seating charts are the tool for the job. We’ve created Canva templates for several typical layouts, and it’s easy to cut and paste the elements to create your own.

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