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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