
Evaluating Vendor Performance: Before You Renew, Review
Do you conduct a year-end review with your vendors and contractors? It’s one of the most effective ways to assess

Do you conduct a year-end review with your vendors and contractors? It’s one of the most effective ways to assess

We’ve just updated our Canva Guide! This time, it’s more than a guide; it’s now a mini-course, complete with over

Estate operations rely on trusted people and trusted systems. Computers, phones, cameras, and smart-home platforms are essential tools for managing

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

When Estate Managers put structured systems in place, they gain the ability to lead with intention. Staff work with greater

A private estate requires coordinated leadership to maintain continuity, uphold standards, and manage a diverse set of responsibilities. An internal

SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions,

When developing an asset management system, Estate Managers should consider whether their current program can grow with the estate, adapt

Prepare for summer staffing in the same way you plan for property readiness, vendor maintenance, or seasonal upgrades. Build the

If you’ve ever received a call asking ‘Where are we on fixing the _____ “ you’ll understand the value of

Estate managers who successfully balance short-term and long-term planning create more stable estate operations. A well-structured plan ensures that immediate

Documenting disciplinary actions for domestic employees is necessary to comply with labor laws, ensure fairness and consistency, and provide a

Providing luxury service in a HNW residence demands highly-personalized attention to detail. One of the most effective tools for an

Most of our templates are based in Google Suite or Canva; a free, cloud-based, entry-level, graphic design tool one can

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as

Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We’ve created

Becoming an estate manager is an exciting transition for professionals who have honed their skills in managing smaller households. As…

Estate management is a complex process that requires expertise, planning, and effective management skills to ensure optimal performance. Estate managers…

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