Service isn’t technical, it’s emotional. Yes, you should be able to address the -‘whatever is not working’, but an Estate Manager must also manage the people experiencing the situation, or responsible for it, with grace and composure.
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.
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.
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.