
The Exit Interview
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.

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.

The favorite place for the family to gather in the winter is the library; It’s cozy and warm. There’s a stone fireplace, plush club chairs, and a sense that the…

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.

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

Most estate properties employ a small crew in-house to do the everyday maintenance and care for the grounds. When it comes to big projects or specialty services, however, it may be necessary to outsource landscape needs. PRO MEMBER CONTENT

A staffing design plan can be used to pitch your plans to the family office, the Chief of Staff, or whoever will need to approve your hiring. This exercise can also be the basis for your staffing budget, job descriptions, and scheduling.

Cross-training among staff members is a great way to get everyone on the same page and to build consistency with service delivery. The experience provides an opportunity for employees to grow professionally while expanding their skill sets and strengthening their bond with the team. PRO MEMBER CONTENT
