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.
Estate management is a complex process that requires expertise, planning, and effective management skills to ensure optimal performance. Estate managers are responsible for overseeing the operations of the property, ensuring
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.
Managing a large estate can be akin to running a small business, requiring a team, a well-executed plan, and the right tools.
A company vehicle policy outlines the rules and guidelines for the use of vehicles owned or leased by a company or principal. Having a company vehicle policy can help establish guidelines for the proper use and maintenance of company vehicles. PRO Content.
Whether you’re building a custom home, commissioning a portrait, or planning an event, the RFP (Request For Proposal) should be your first step. The RFP provides background information and expectations to potential vendors and invites them to submit a proposal for the project. PRO MEMBER CONTENT
Morgan Stanley collaborated with Botoff Consulting to conduct a compensation survey of household staff. This study is the first in the family office world that focuses solely on private service roles.
The best method for letting a staff member go is to conduct an exit interview as part of off-boarding. We’ve created a guide and templates that will explain the process.
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. PRO Content
Your employee handbook should be reviewed annually to reflect the changing professional environment as well as the evolving preferences of your principal.
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