Ask an Expert – Leo Crane on Owner’s Representation.

Ask an Expert – Leo Crane on Owner’s Representation.

For our inaugural 'Ask an Expert' chat, I had the opportunity to speak about Owner's Representation with Leo Crane, the founder of Summit Point Consulting. Our conversation shed light on the role of an owner’s representative and the multifaceted challenges and strategies inherent in project management.

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Essentials of Estate Management

Based in Dallas Texas, this Zoom-based course will give the Private Service Professional the fundamentals for establishing protocols in a HNW residence that protects your Principal’s luxury lifestyle.

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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.

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Creating a Punch List

A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.

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