Employee Expense Policies
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.
Estate Management Network
Archives
Category: Family Office
Book of the Month
9
Workforce Planning and Scheduling
Unreasonable Hospitality
The Fricks Collect: An American Family and the Evolution of Taste in the Gilded Age
The Art Thief: A True Story of Love, Crime, and a Dangerous Obsession
Supportive Accountability: How to Inspire People and Improve Performance
Martha Stewart's Gardening Handbook: The Essential Guide to Designing, Planting, and Growing
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Books
49
Wine A Tasting Course: From Grape to Glass
Types Of Wine Glasses
Things Great and Small: Collections Management Policies (American Alliance of Museums)
The Winterthur Guide to Caring for Your Collection (Winterthur Decorative Arts Series)
The Visual Handbook of Building and Remodeling
The Simple Art of Napkin Folding
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Collections
6
Things Great and Small: Collections Management Policies (American Alliance of Museums)
The Winterthur Guide to Caring for Your Collection (Winterthur Decorative Arts Series)
For the Love of Books: Designing and Curating a Home Library
Collection Care: An Illustrated Handbook for the Care and Handling of Cultural Objects
Caring for Your Cherished Objects: The Winterthur Guide
Basic Condition Reporting: A Handbook, 5th Edition
Housekeeping
7
The Pocket Butler's Guide to Good Housekeeping: Expert Advice on Cleaning, Laundry and Home Maintenance
The Folding Book
Martha Stewart's Homekeeping Handbook
Laundry: The Home Comforts Book of Caring for Clothes and Linens
Home Comforts: The Art and Science of Keeping House
Field Guide to Stains
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5 Effective Strategies For Estate Managers To Optimize Operations
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…
High Profile Privacy // An Intro to Nondisclosure Agreements
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.
Simplify How You Manage People, Process, And Strategy.
Managing a large estate can be akin to running a small business, requiring a team, a well-executed plan, and the right tools.
Do you Need a Company Vehicle Use Policy?
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.
Writing a Request for Proposal
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
The Exit Interview
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.
The Hierarchy of Estate Management
Our panel breaks down the key roles of Property Manager, House Manager, Estate Manager and Director of Residences and each role’s expectations of skills, education, experience, and compensation.
Hiring The Perfect Candidate
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?
Estate Management Salary Survey
One of the Estate Management Network’s goals this year is to explore the roles, responsibilities, and compensation of Estate Managers.
Estate Staffing Design
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.
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.