Shopping Cart

Close
No products in the cart.

Category: Family Office

Collection Management 101

Cataloging serves as the crucial first step in effectively managing a principal’s fine art collection. This entails meticulously gathering and documenting all pertinent information for each artwork.

Ask an Expert – Leo Crane on Owner’s Representation.

For our inaugural ‘Ask an Expert’ chat, I had the opportunity to speak about Owner’s Representation with Leo Crane, the founder of Summit Point Consulting. Our conversation shed light on the role of an owner’s representative and the multifaceted challenges and strategies inherent in project management.

Giving Thanks to Household Staff

The act of holiday gift-giving to household staff is not merely a customary gesture but a nuanced practice requiring careful consideration. A clear understanding of industry standards for cash gifts combined with meaningful, personalized gestures let your staff know they are seen and appreciated. 

Employee Expense Policies

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management.

Navigating the Process of Requesting Additional Staff

Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We’ve created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.

Appraising the Value of Art

Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage, loan, donation, or sale. The best way to get an accurate value is to commission an appraisal.  

High Profile Privacy // An Intro to Nondisclosure Agreements

An individual may require a Non-Disclosure Agreement (NDA) to protect their privacy and personal confidential information. By having an NDA in place, they can legally require anyone who interacts with them to keep this information confidential. PRO Content.

Subscribe To Our Newsletter

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