Shopping Cart

Close
No products in the cart.

Category: Estate Management Conference

The Estate Management Conference is this Week!

The Estate Management Conference is finally here! This year’s theme is resilience. Our sessions will look at the ways Estate Managers can plan for challenges, respond to emergencies, and build structures that support recovery. I look forward to welcoming you later this week. Thank you for making the commitment to attend and for adding your voice to this community.

Creating an Estate Manual with Marta Perrone

Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.

Marketing Yourself to an UHNW Employer

Are you doing the right things to market yourself to UHNW employers? Hear from a panel of top placement agents about what they’re looking for – and what their clients want. The panel will be followed by a breakout Q&A / workshop that you’ll automatically be seated in when the discussion ends so that you can add to the conversation.

Tech Resources For Estate Managers

ABOUT THIS TALK

What do you need in your toolbox to be a successful Estate Manager? Find out what resources are available and help us determine what is needed. The panel will be followed by a breakout Q&A / workshop that you’ll automatically be seated in when the discussion ends so that you can add to the conversation.

The Importance of Budgets

As the hired talent IN CHARGE of adhering to, and managing budgets, it is YOUR responsibility to ask for, and receive operating budgets from your Primary. Let’s talk about all the scenarios, from being hired, to establishing and evolving your Real Property Asset(s) budgets.

Tips To Train Your Billionaire – On Demand

Forbes Magazine reported that in 2020 there were roughly 500 new billionaires in the US – many hiring an Estate Manager for the first time. Here’s our chance to train our employer by: shifting out-of-date expectations, implementing boundaries and providing win/win solutions to our industry’s toughest challenges, to create a sustainable position that you love.

Subscribe To Our Newsletter

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