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.
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.
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.
Estate management is a complex process that requires expertise, planning, and effective management skills to ensure optimal performance. Estate managers…
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.
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