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.
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