Balancing Long-Term and Short-Term Planning in Estate Management

Balancing Long-Term and Short-Term Planning in Estate Management

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.

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Ask an Expert // Talking Estate Finances with Sara Hobbs

In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping

The Agency Round Table // How Domestic Agencies Really Work

In the private service industry, the majority of estate management jobs are routed through domestic staffing agencies. For estate management candidates seeking new positions or planning a transition, understanding how these agencies operate is essential. Our Agency Round Table pulled back the curtain on how private staffing really works. This is a must-watch for anyone engaging in their own job search or placing staff for their principal.

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