Exactly how does a household conduct effective Employee Performance Reviews? Just as no two homes are exactly alike, nor should evaluation processes be exact copies. There are nuances to every home and every family. Good Performance Reviews take this into account. That said, there are certain common denominators that can assist Employers or their Representatives establish fruitful review processes.
As we face increasingly severe hurricanes due to climate change, it becomes critical to have a plan in place for post-storm recovery. We’ve updated our guide to incorporate new technologies and considerations that have emerged to enhance your efforts.
Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage, loan, donation, or sale. The best way to get an accurate value is to commission an appraisal.
Alongside overseeing the estate’s operations and staff, Estate Managers may find themselves fulfilling the crucial role of an HR Manager.
For a salaried Estate Management position, there’s a lot to take into consideration when judging the value of the role and whether or not it fits your wants and needs. PRO MEMBER CONTENT
The most important aspect of a break room is creating an environment where your staff feels like they are actually on a break. PRO Content.
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 fire evacuation policy is the starting point of an integrated fire safety and security plan that every Estate Manager should develop for the properties they manage.
It’s that time of year again….It’s HOT in South Florida. Many of my fellow Estate Managers have headed north while we’re left to close up homes for the summer.
Mentorship, coaching, and training are distinct approaches to professional development, each with its own unique characteristics and benefits. As we approach the launch of our mentorship platform, let’s dive into the nuances of each.
Are you starting to gather your holiday decor? Can you easily get your hands on last year’s favorite pieces and family traditions? A detailed storage inventory plan and worksheet can make your job much easier!
Whether you’re seating 10 or 100, it’s important to know who is seated where and what’s important to them. Seating charts are the tool for the job. We’ve created Canva templates for several typical layouts, and it’s easy to cut and paste the elements to create your own.
When a high-value piece of art is acquired, where it ends up can have significant effects on how it is taxed. Consider the benefits of loaning art to cultural institutions for major savings.
By identifying potential fire hazards and assessing the condition of fire prevention systems, you can plan procedures that will mitigate risks and ensure the safety of residents and staff should something happen.
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.
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.
A virtual closet allows an HM, Butler or Valet to create a comprehensive inventory of the principal’s wardrobe, making it easier to locate specific pieces when styling outfits, packing, or moving items between residences.
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.
Creating repeated task sheets can help streamline and automate routine tasks, saving time and reducing the likelihood of errors or missed details.
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.
