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Category: Estate Admin

High Profile Privacy // An Intro to Nondisclosure Agreements

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.

Do you Need a Company Vehicle Use Policy?

A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company or principal. Having a company vehicle policy can help establish guidelines for the proper use and maintenance of company vehicles. PRO Content.

Writing a Request for Proposal

Whether you’re building a custom home, commissioning a portrait, or planning an event, the RFP (Request For Proposal) should be your first step. The RFP provides background information and expectations to potential vendors and invites them to submit a proposal for the project. PRO MEMBER CONTENT

estate ecosysytem

How To Manage The Estate Ecosystem

Each estate is an ecosystem unto itself – with its own unique processes, rhythms, and culture. And, like any estate ecosystem, each has a cast of characters with particular skill sets who must learn to work together

The Exit Interview

The best method for letting a staff member go is to conduct an exit interview as part of off-boarding. We’ve created a guide and templates that will explain the process.

Employee Expense Policies

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management. PRO Content

Supporting a High-Performing Estate Manager – On Demand

Serving as an Executive Assistant to a busy Estate Manager, Director of Properties, or Chief of Staff requires a certain skillset and flexibility to succeed. I’ll share my experiences moving from the corporate world to private service. PRO MEMBER CONTENT

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