
The Art of the Thank You Note
When the gifts have all been given and received and you’ve finally started to relax into your post-holiday eggnog haze, remember there’s one last point to check off your holiday list: the thank you notes.

When the gifts have all been given and received and you’ve finally started to relax into your post-holiday eggnog haze, remember there’s one last point to check off your holiday list: the thank you notes.

Annual performance reviews serve as a strategic tool, offering a recap of the past year’s accomplishments, challenges, and opportunities for growth.

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.

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.

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.

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!

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.

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.

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.

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.

We were recently chatting with Members about working with vendors. Respect, communication and relationship-building were a common theme. Here are some of the top tips:

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.

An automotive turntable can be the solution to narrow parking situations. They can be installed in a day in any standard drive or garage space.

From keeping pets and plants cool to ensuring the well-being of your staff members and preserving your physical assets, these tips will help you create an environment that remains comfortable and safe even during the hottest summer days.

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.

By identifying potential fire hazards and assessing the condition of fire prevention systems, you can plan procedures that will mitigate risks and ensure the safety of residents and staff should something happen.

Sharing your experience is crucial for professional growth and inspiring others. There are a number of ways to showcase your knowledge and establish an industry presence. Here’s our Top 5 list, many of which can be accomplished with the Estate Management Network:

As part of our ‘Summer of Sharing’ series, we’re exploring how Kelly Dixon actively shares her estate management knowledge to empower individuals in the industry and improve professional practices.

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.

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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