In this Ask an Expert episode, I spoke with Kelly Fore Dixon of Estate Management Systems. Many of you know Kelly from her earlier work helping estate teams build house manuals, but her services have expanded. She now offers full estate evaluations and strategic operations support for properties that need more structure, more clarity, and more stability.
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.
Serving as an Executive Assistant to a busy Estate Manager, Director of Properties, or Chief of Staff requires a certain skillset and flexibility to succeed. I'll share my experiences moving from the corporate world to private service.
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.
