
2026 Agency Survey
Last year, the Estate Management Network asked members to share their favorite domestic agencies. The

Last year, the Estate Management Network asked members to share their favorite domestic agencies. The

In our latest “Ask an Expert” session, we sat down with Ken Aaron of Virtual

The Estate Management Conference is finally here! This year’s theme is resilience. Our sessions will look at the ways Estate Managers can plan for challenges, respond to emergencies, and build structures that support recovery. I look forward to welcoming you later this week. Thank you for making the commitment to attend and for adding your voice to this community.

Join us on August 19 for the Estate Management Network’s Agency Round Table, a virtual panel bringing together leading domestic staffing agency owners for an open conversation on communication, job titles, confidentiality, and more. Hear directly from the people placing roles in today’s households, ask questions, and gain insight into the factors shaping successful staffing outcomes.

We invite our members and EMC25 attendees to volunteer at the Estate Management Conference throughout

Does your Principal invest in your continuing education? Many Principals recognize that ongoing learning enhances

The Estate Management Network is pleased to welcome Walsh Signature Staffing as an Industry Partner. Led by Casey Walsh and Lauren Perry, this boutique agency specializes in placing top-tier domestic staff in ultra-high-net-worth homes across the United States.

In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping

Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.

William Hiley is the Founder and Principal Estate Manager at Hiley and Associates, overseeing historic and architecturally significant properties across Washington, DC.

If you’ve ever received a call asking ‘Where are we on fixing the _____ “ you’ll understand the value of having the answer immediately available. A simple spreadsheet can provide a quick reference that can be used for answering that question, as well as planning, budgeting, tracking and reporting status and outcomes.

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.

Zoning serves two primary roles within an estate: operational zoning and service zoning. Operational zoning addresses the physical structure and movement within the property, supporting security, vendor movements, environmental operations, and maintenance. Service zoning is the working foundation of the daily schedule, determining how each space is assigned, cleaned, and cared for. These two systems work together to create a manageable, efficient, and aware household environment.

I am Joanie Veage, and it’s my genuine pleasure to offer you a thoughtful, nourishing experience through Bespoke Homes and Estates. Whether you’re seeking estate support managing your household’s rhythms, or curated meal prep, retreat catering, kitchen gardening, you’re in the right hands.

The Estate Management Network is pleased to welcome Forecastle Financial as an Industry Partner. Founded

Marc Sorensen Leandro is the Principal of Sorensen Staffing, a recruitment firm specializing in private service placements. With a background that includes roles as a private chef, house manager, and estate manager, he brings firsthand knowledge of the industry to his work. Based in Southern California, Marc works with clients across the country to place candidates in a wide range of estate and household positions.

2025 Estate Management Conference – The Resilient Estate: Emergency Planning, Response, and Recovery. This one-day event, slated for September 12, 2025, will focus on strengthening the systems that Estate Managers rely on.

For Estate Managers and Family Offices looking for solutions to monetize and manage little or unused residential properties, converting them to vacation rentals has become an appealing option. JL │ Jack Laurier, a boutique luxury real estate operator and advisory firm, has emerged as a significant player in the Single Family Leisure (SFL) real estate sector, positioning these assets as institutional-grade investments for Ultra High Net Worth (UHNW) individuals.

United Citadel Group is committed to delivering exceptional service and peace of mind, building strong relationships with their clients based on trust, reliability, and integrity. We’re happy to have them join us as an Industry Partner.

Argus Cultural Property Consultants emerges as a comprehensive safeguard for the world’s cultural treasures. They offer an extensive array of services designed to protect art, antiquities, and high-end collectibles from myriad threats including theft, damage, and deterioration.
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