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Category: Estate Management Conference

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.

The Great Debate: Hybrid Roles

Our panel discusses the pros and cons of hybrid roles, which roles can / shouldn’t be combined and if the roles are sustainable, among other points.

Emergency Response Planning

Chris Milu will share the essentials for developing your ERP and connecting with the resources needed to execute it.

The Hierarchy of Estate Management

Our panel breaks down the key roles of Property Manager, House Manager, Estate Manager and Director of Residences and each role’s expectations of skills, education, experience, and compensation.

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.

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