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Author: EMN

Starting an Estate Management Business

We received a lot of follow-up to the recent EMC23 talk ‘Estate Management as a Business’.  Many of your questions were ‘How do I get started’? To address that, we’ve put together a workbook to help you organize your purpose and goals for starting your new business.

Creating an Estate Manual with Marta Perrone

Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.

Household Safety Training

Being knowledgeable of safety standards and best practices can mean the difference between a smoothly running household and accidents or injuries for yourself or your staff. As the Estate Manager, you should provide guides, instructions, and manuals as well as include MSDSs in easily accessible notebooks or your Estate Manual for your staff to access when needed. Here are some item to include in your training and manual… PRO MEMBER CONTENT

Marketing Yourself to an UHNW Employer

Are you doing the right things to market yourself to UHNW employers? Hear from a panel of top placement agents about what they’re looking for – and what their clients want. The panel will be followed by a breakout Q&A / workshop that you’ll automatically be seated in when the discussion ends so that you can add to the conversation.

Tech Resources For Estate Managers

ABOUT THIS TALK

What do you need in your toolbox to be a successful Estate Manager? Find out what resources are available and help us determine what is needed. The panel will be followed by a breakout Q&A / workshop that you’ll automatically be seated in when the discussion ends so that you can add to the conversation.