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Category: Career

Mutually Agreeable Resolutions and Amicable Separations

Handling mutually agreeable resolutions and amicable separations demonstrates an impressive level of professionalism and thoughtfulness; setting clear standards for how to gracefully manage transitions while prioritizing the integrity and success of the estate, the people involved, and your career.

Mentorship, Coaching, or Training?

Mentorship, coaching, and training are distinct approaches to professional development, each with its own unique characteristics and benefits. As we approach the launch of our mentorship platform, let’s dive into the nuances of each.

The Ultimate Agency List

It’s time for us to update our ‘Ultimate Agency List’ for 2024. Who should we add? Any we should reconsider? Let us know in our survey.

The Role of Emotional Intelligence in Estate Management

In the world of ultra-high-net-worth estate management, where expectations for impeccable service are sky-high, Estate Managers must possess more than just technical expertise. The secret ingredient that sets exceptional Estate Managers apart is their emotional intelligence.

Finding a Good Mentor

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.

Setting Boundaries in Private Service

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.

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