Written by Kimberly Varney
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.
Written by Jason Shelby
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… … Continue reading “5 Effective Strategies For Estate Managers To Optimize Operations”
Written by Kimberly Varney
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.
Written by Jason Shelby
Managing a large estate can be akin to running a small business, requiring a team, a well-executed plan, and the right tools.
Written by Kimberly Varney
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.
Written by Kimberly Varney
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
Written by EMN
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.
Written by Kimberly Varney
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.
Written by Peter Van Ryder
As a private service placement agency, it is our job to source the proverbial “perfect candidate.” The question here is where does the “perfect candidate” come from?
Written by EMN
One of the Estate Management Network’s goals this year is to explore the roles, responsibilities, and compensation of Estate Managers.
Written by Kimberly Varney
A staffing design plan can be used to pitch your plans to the family office, the Chief of Staff, or whoever will need to approve your hiring. This exercise can also be the basis for your staffing budget, job descriptions, and scheduling.
Written by EMN
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.
