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Summerizing a Seasonal Home

It’s that time of year again….It’s HOT in South Florida. Many of my fellow Estate Managers have headed north while we’re left to close up homes for the summer.

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The Beauty of a Virtual Closet System

A virtual closet allows an HM, Butler or Valet to create a comprehensive inventory of the principal’s wardrobe, making it easier to locate specific pieces when styling outfits, packing, or moving items between residences.

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Setting Boundaries in Private Service

As Estate Managers, we work in a unique environment that can often blur the lines between professional and personal relationships. It’s critical that we maintain both professional and personal boundaries.

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The EM Role in Construction Project Management

An Estate Manager can play a critical role in ensuring the success of a residential construction project. With their experience and expertise, they can help ensure that the project is completed on time, within budget, and to the satisfaction of the property owner.

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Purchasing a Private Plane

It’s likely that as an UHNW Estate Manager, you’ll need to facilitate the purchase of an aviation asset at some point in your career. Each purchase will be unique, but here are some standard checklist items to consider in the purchase process:

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Appraising the Value of Art

Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage, loan, donation, or sale. The best way to get an accurate value is to commission an appraisal.  

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Do you Need a Company Vehicle Use Policy?

A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company or principal. Having a company vehicle policy can help establish guidelines for the proper use and maintenance of company vehicles. PRO Content.

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