Shopping Cart

Close
No products in the cart.

Category: Estate Admin

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.

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.

Subscribe To Our Newsletter

Subscribe to our email newsletter today to receive updates on the latest news, tutorials and special offers!