Estate operations rely on trusted people and trusted systems. Computers, phones, cameras, and smart-home platforms are essential tools for managing large properties. A Technology and Internet Use Policy establishes how those systems are used, protecting both the principal’s privacy and the staff’s professionalism.
In our latest “Ask an Expert” session, we sat down with Ken Aaron of Virtual Home Inventory, a specialist in
Our strategic planning guide provides a clear framework for estate managers to define priorities, set goals, and structure long-term operational plans. Includes step-by-step guidance and a full sample plan for reference.
When Estate Managers put structured systems in place, they gain the ability to lead with intention. Staff work with greater confidence, knowing expectations are clear and support is available when adjustments are needed.
A private estate requires coordinated leadership to maintain continuity, uphold standards, and manage a diverse set of responsibilities. An internal chain of command is the system that defines who gives direction, who receives it, and how accountability is maintained across the property.
SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions, SOPs minimize variations in performance regardless of who is carrying out the task.
When developing an asset management system, Estate Managers should consider whether their current program can grow with the estate, adapt to changes in ownership, and support broader planning efforts.
Prepare for summer staffing in the same way you plan for property readiness, vendor maintenance, or seasonal upgrades. Build the calendar, allocate the budget, confirm the resources, and have documentation ready before the season begins.
If you’ve ever received a call asking ‘Where are we on fixing the _____ “ you’ll understand the value of having the answer immediately available. A simple spreadsheet can provide a quick reference that can be used for answering that question, as well as planning, budgeting, tracking and reporting status and outcomes.
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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