Performance Reviews // The Measure of Success
Gwen Yngayo
Exactly how does a household conduct effective Employee Performance Reviews? Just as no two homes are exactly alike, nor should
Ask an Expert Podcast / Ken Aaron from Virtual Home Inventory
EMN
In our latest “Ask an Expert” session, we sat down with Ken Aaron of Virtual Home Inventory, a specialist in
Strategic Planning for Estate Managers
Kimberly Varney
Our strategic planning guide provides a clear framework for estate managers to define priorities, set goals, and structure long-term operational
Appraising the Value of Art
Kimberly Varney
Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage,
Fulfilling Dual Roles: The HR Duties of an Estate Manager
Pamela Queen
Alongside overseeing the estate’s operations and staff, Estate Managers may find themselves fulfilling the crucial role of an HR Manager.
Ask an Expert // Talking Estate Finances with Sara Hobbs
EMN
In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a
Jack Laurier: Luxury Real Estate as an Investment Vehicle
EMN
For Estate Managers and Family Offices looking for solutions to monetize and manage little or unused residential properties, converting them
Collection Management 101
Elizabeth Ruffner
Cataloging serves as the crucial first step in effectively managing a principal’s fine art collection. This entails meticulously gathering and
Ask an Expert – Leo Crane on Owner’s Representation.
Kimberly Varney
For our inaugural ‘Ask an Expert’ chat, I had the opportunity to speak about Owner’s Representation with Leo Crane, the
Updating Employee Handbooks for 2024
Kimberly Varney
As we move into 2024, it’s important to review and update employee handbooks to align with new standards and expectations.
Giving Thanks to Household Staff
Kimberly Varney
The act of holiday gift-giving to household staff is not merely a customary gesture but a nuanced practice requiring careful
Employee Expense Policies
Kimberly Varney
A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as
Navigating the Process of Requesting Additional Staff
Kimberly Varney
Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We’ve created
5 Effective Strategies For Estate Managers To Optimize Operations
Jason Shelby
Estate management is a complex process that requires expertise, planning, and effective management skills to ensure optimal performance. Estate managers…
High Profile Privacy // An Intro to Nondisclosure Agreements
Kimberly Varney
An individual may require a Non-Disclosure Agreement (NDA) to protect their privacy and personal confidential information. By having an NDA
Simplify How You Manage People, Process, And Strategy.
Jason Shelby
Managing a large estate can be akin to running a small business, requiring a team, a well-executed plan, and the
Do you Need a Company Vehicle Use Policy?
Kimberly Varney
A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company
Writing a Request for Proposal
Kimberly Varney
Whether you’re building a custom home, commissioning a portrait, or planning an event, the RFP (Request For Proposal) should be
Estate and Household Compensation Report by Morgan Stanley
EMN
Morgan Stanley collaborated with Botoff Consulting to conduct a compensation survey of household staff. This study is the first in
The Exit Interview
Kimberly Varney
The best method for letting a staff member go is to conduct an exit interview as part of off-boarding. We’ve