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Asset Management as an Essential System in Estate Operations

Asset Management as an Essential System in Estate Operations

When developing an asset management system, Estate Managers should consider whether their current program can grow with the estate, adapt to changes in ownership, and support broader planning efforts.

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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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Why You Need a Gift Room

As my dining room looks more like Santa’s workshops every day, I find myself envying the gift rooms at the homes of past employers. A gift room takes a little work to set up but it can save you during those moments when you need a birthday gift in 5 minutes, or when you're handed a 100 hostess gifts as guests arrive. Like everything in estate management, It's about having a system that works when life gets busy, which is most of the time. Set it up properly once, and you'll never go back to wrapping gifts at your desk again.

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Appraising the Value of Art

Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage, loan, donation, or sale. The best way to get an accurate value is to commission an appraisal.  

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