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Category: Facilities Management

Opening a Winter Home | A Checklist for Estate Managers

As keepers of the household’s standards, Estate Managers are responsible for overseeing every aspect of the home’s readiness, from safety checks to aesthetic presentation. Their efforts help to ensure a seamless transition, allowing the family to immediately enjoy their winter home. This checklist will help make sure nothing is overlooked when moving to a seasonal residence.

Strategic Planning for Estate Managers

Our strategic planning guide provides a clear framework for estate managers to define priorities, set goals, and structure long-term operational plans. Includes step-by-step guidance and a full sample plan for reference.

Post-Hurricane Property Inspection

As we face increasingly severe hurricanes due to climate change, it becomes critical to have a plan in place for post-storm recovery. We’ve updated our guide to incorporate new technologies and considerations that have emerged to enhance your efforts. 

Using Zoning to Streamline Estate Operations

Zoning serves two primary roles within an estate: operational zoning and service zoning. Operational zoning addresses the physical structure and movement within the property, supporting security, vendor movements, environmental operations, and maintenance. Service zoning is the working foundation of the daily schedule, determining how each space is assigned, cleaned, and cared for. These two systems work together to create a manageable, efficient, and aware household environment. 

Hurricane Prep and Response

Our Hurricane Preparation and Response Checklist offers guidance for before, during, and after a storm. From communication plans to recovery steps, it’s a practical tool for hurricane season.

Summerizing a Seasonal Home

It’s that time of year again….It’s HOT in South Florida. Many of my fellow Estate Managers have headed north while we’re left to close up homes for the summer.

Creating Vendor Guidelines

If you haven’t informed or instructed your vendors on how the property needs to be cared for, they probably don’t know what to do. It’s worth taking time to note the general procedures and expectations for all vendors.

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