Category: Family Office

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.

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