Estate managers who successfully balance short-term and long-term planning create more stable estate operations. A well-structured plan ensures that immediate tasks contribute to the estate’s long-term success.
Balancing Long-Term and Short-Term Planning in Estate Management
Balancing Long-Term and Short-Term Planning in Estate Management
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Kimberly Varney
Kimberly has over 20 years' experience acquiring and operating luxury homes for Sports and Entertainment figures, Fortune 500 Executives, and impact-driven philanthropists. Her experiences cover a broad spectrum of development and management from project planning to property acquisition, construction, and estate management.
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Simplify How You Manage People, Process, And Strategy.
Jason Shelby
Managing a large estate can be akin to running a small business, requiring a team, a well-executed plan, and the right tools.
High Profile Privacy // An Intro to Nondisclosure Agreements
Kimberly Varney
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.
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Transitioning Between Clients or Principals Successfully
EMN
Chris Milu, of MCM Estate Services shares how to successfully transition from one principal to another. It may seem like a bumpy road and a hard time to pull away especially if you served a family for a long time but it can be done.
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