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Mentorship, Coaching, or Training?

Mentorship, coaching, and training are distinct approaches to professional development, each with its own unique characteristics and benefits. By gaining a deeper understanding of the distinctions among these three methods, we can determine the most suitable approach for the network and develop the programs Members want.

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Documenting Employee Disciplinary Actions

Documenting disciplinary actions for domestic employees is necessary to comply with labor laws, ensure fairness and consistency, and provide a record for performance evaluation and improvement. An Estate Manager should include a progressive discipline policy in their Employee Handbook and Estate Manual. 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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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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