Providing luxury service in a HNW residence demands highly-personalized attention to detail. One of the most effective tools for an estate team to deliver on that expectation is an organizational chart
Most of our templates are based in Google Suite or Canva; a free, cloud-based, entry-level, graphic design tool one can use to create a variety of content from flyers to guides and manuals.
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.
Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We’ve created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.
Becoming an estate manager is an exciting transition for professionals who have honed their skills in managing smaller households. As the responsibilities expand to encompass larger estates, there are numerous…
Estate management is a complex process that requires expertise, planning, and effective management skills to ensure optimal performance. Estate managers are responsible for overseeing the operations of the property, ensuring…
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.
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.
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
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 events of the past few years have ushered in a new era for property management, one that is far more lucrative and allows for growth within the role. Long…
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.