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Category: Family Office

Tech Resources For Estate Managers

ABOUT THIS TALK

What do you need in your toolbox to be a successful Estate Manager? Find out what resources are available and help us determine what is needed. The panel will be followed by a breakout Q&A / workshop that you’ll automatically be seated in when the discussion ends so that you can add to the conversation.

The Importance of Budgets

As the hired talent IN CHARGE of adhering to, and managing budgets, it is YOUR responsibility to ask for, and receive operating budgets from your Primary. Let’s talk about all the scenarios, from being hired, to establishing and evolving your Real Property Asset(s) budgets.

Employment Contract Templates

As of January 1, 2022 all domestic worker employers in Chicago will be required to provide a written contract to their workers. Below are comprehensive sample contracts for home cleaners, nannies / childcare workers, and caregivers created by Arise Chicago. PRO MEMBER CONTENT

Slack for Your Estate Team

Of all of the things that need to be streamlined and organized, communication should be at the top of any Estate Manager’s list. Slack pulls a huge portion of minor texts and emails out of your inbox and into a repository for the entire team to reference and creates a platform for targeted group communication. Here’s how to set up Slack for your team. PRO MEMBER CONTENT

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