Fulfilling Dual Roles: The HR Duties of an Estate Manager
Kimberly Varney
Alongside overseeing the estate’s operations and staff, Estate Managers may find themselves fulfilling the crucial role of an HR Manager.
Documenting Employee Disciplinary Actions
Kimberly Varney
Documenting disciplinary actions for domestic employees is necessary to comply with labor laws, ensure fairness and consistency, and provide a record for performance evaluation and improvement. An Estate Manager should include a progressive discipline policy in their Employee Handbook and Estate Manual. PRO Content
The Role of Emotional Intelligence in Estate Management
Kimberly Varney
In the world of ultra-high-net-worth estate management, where expectations for impeccable service are sky-high, Estate Managers must possess more than just technical expertise. The secret ingredient that sets exceptional Estate Managers apart is their emotional intelligence.
Navigating the Process of Requesting Additional Staff
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.
High Profile Privacy // An Intro to Nondisclosure Agreements
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.
What is a Facilities Manager and Why Do I Need One?
Kimberly Varney
Facilities Managers cover a wide field with a diverse range of responsibilities, depending on the size of the property and the needs of the Estate Manager.
How to Find a Private Housekeeper for a High Net Worth Household
Kristin Twiford
Finding the right housekeeper for a high net worth household can be challenging, and today, the market is more competitive than ever. Here, you’ll find everything you need to know, from job descriptions, salaries and benefits, to the questions the experts always ask in the interview process.
Estate and Household Compensation Report by Morgan Stanley
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.
The Exit Interview
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.
Update Your Employee Handbook
Kimberly Varney
Your employee handbook should be reviewed annually to reflect the changing professional environment as well as the evolving preferences of your principal.