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Opening a Winter Home for the Season

This time of year, many estate teams are headed to ski resorts and mountain homes to set up for the season. Their goal is to ensure that owners are met with a home that feels like a private luxury resort in which to entertain their family and guests. There are certain steps an Estate Manager can facilitate to prep the home for incoming residents.

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Giving Thanks to Household Staff

The act of holiday gift-giving to household staff is not merely a customary gesture but a nuanced practice requiring careful consideration. A clear understanding of industry standards for cash gifts combined with meaningful, personalized gestures let your staff know they are seen and appreciated. 

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Industry Partner Spotlight: Nines

The Estate Management Network is please to welcome our latest Industry Partner:  Nines,  a household management platform designed for discerning estates and the private service professionals who support them.

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Managing Storage Inventory

Are you starting to gather your holiday decor? Can you easily get your hands on last year’s favorite pieces and family traditions? A detailed storage inventory plan and worksheet can make your job much easier!

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Beyond Job Skills and Experience: Interview for Soft Skills

Estate Managers are tasked with a unique responsibility not only to oversee the daily operations of an estate, but to build a staff that works well together and fits into the culture of the home. When it comes to hiring it’s essential to look beyond traditional skills and experience.

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Seating Arrangements

Whether you’re seating 10 or 100, it’s important to know who is seated where and what’s important to them. Seating charts are the tool for the job. We’ve created Canva templates for several typical layouts, and it’s easy to cut and paste the elements to create your own.

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Creating a Punch List

A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.

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Wynn Win // Loaning Fine Art

When a high-value piece of art is acquired, where it ends up can have significant effects on how it is taxed. Consider the benefits of loaning art to cultural institutions for major savings.

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Employee Expense Policies

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management.

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The Estate Brand

An estate brand is both an ideology and a physical manifestation of aesthetic, design and service. It represents the intended reputation or expectations of the home. PRO content.

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The Role of Emotional Intelligence in Estate Management

In the world of ultra-high-net-worth estate management, where expectations for impeccable service are sky-high, Estate Managers must possess more than just technical expertise. The secret ingredient that sets exceptional Estate Managers apart is their emotional intelligence.

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Navigating the Process of Requesting Additional Staff

Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We’ve created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.

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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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