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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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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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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Documenting Employee Disciplinary Actions

Documenting disciplinary actions for domestic employees is necessary to comply with labor laws, ensure fairness and consistency, and provide a record for performance evaluation and improvement. An Estate Manager should include a progressive discipline policy in their Employee Handbook and Estate Manual. PRO Content

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