Whether you need personal or professional development, a mentor is someone that helps you achieve your development goals. In the coming weeks we’ll be launching a mentorship program. If you have interest in participating as either a Mentor or Mentee, join the “Mentorship” group.
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.
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: PRO content
An individual may require a Non-Disclosure Agreement (NDA) to protect their privacy and personal confidential information. By having an NDA in place, they can legally require anyone who interacts with them to keep this information confidential. PRO Content.
Facilities Managers cover a wide field with a diverse range of responsibilities, depending on the size of the property and the needs of the Estate Manager.
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.
If you have managed a construction project in Los Angeles County, particularly in Malibu, you may have been asked to submit your ‘story pole survey’ to the Planning and Zoning Committee. So, what’s a story pole?
Whether you’re building a custom home, commissioning a portrait, or planning an event, the RFP (Request For Proposal) should be your first step. The RFP provides background information and expectations to potential vendors and invites them to submit a proposal for the project. PRO MEMBER CONTENT
There are 4 primary estate management roles: Property Manager, House Manager, Estate Manager and Director of Properties. We identified the skills, education, experience, and expectations of each role, as well as the process for entry and progression.
The best method for letting a staff member go is to conduct an exit interview as part of off-boarding. We’ve created a guide and templates that will explain the process.
As we begin a discussion on cybersecurity, where do ‘smart homes’ fit in? While I love the ease of resetting the alarm or adjusting the lights the from my phone after hours, I have to consider how to mitigate the risks if my phone (or anyone on staff who had controls) was lost or hacked.
Your employee handbook should be reviewed annually to reflect the changing professional environment as well as the evolving preferences of your principal.
The favorite place for the family to gather in the winter is the library; It’s…
After a successful round of interviews, have you wondered how to present candidates to your principal without overwhelming them with a file of résumés, references, and recommendations? I’ve found that writing a brief of candidate sketches is the first step. PRO CONTENT
Each time our principals host a party, they’re exposed to certain liabilities ranging from accidental injury to the responsibilities of an open bar and privacy concerns. At what point do you need to cover your events with a waiver of liability?
Events require detailed tracking and organization. You need to be able to track your budget, Vendors contacts, guest lists, seating arrangements, to-do lists and ideas all in one place.
Once you’ve chosen frames and fabrics for custom furniture, you’ll be given a ‘lead time’, meaning the amount of time from the payment receipt to delivery of the furniture. This timing can be critical.
While it may sound Bond-esque to some to have a luxury car collection strewn across the world ready for use wherever one lands, to an EM, it sounds like an asset-tracking ‘challenge’. PRO MEMBER CONTENT
Museo Vault is a state-of-the-art sleek storage facility that includes a viewing room that can be used for showing works, appraisals, restoration or photography and a gallery space.
I love contracts. I like knowing what I’m obligated to and what the vendor is obligated to, in very clear terms. I’m spending someone else’s money on someone else’s property, so I want to make the right decisions and I want to be covered. PRO MEMBER CONTENT
Subscribe to our email newsletter today to receive updates on the latest news, tutorials and special offers!