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.
Written by Kimberly Varney
Written by Kimberly Varney
Written by Kimberly Varney
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
Written by Kimberly Varney
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.
Written by 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
Written by Kimberly Varney
An Estate Manager can play a critical role in ensuring the success of a residential construction project. With their experience and expertise, they can help ensure that the project is completed on time, within budget, and to the satisfaction of the property owner. PRO content
Written by Kimberly Varney
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!
Written by Kimberly Varney
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.
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 Kimberly Varney
It’s likely that as an UHNW Estate Manager, you’ll need to facilitate the purchase of an aviation asset at some point in your career. Each purchase will be unique, but here are some standard checklist items to consider in the purchase process: PRO content
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 EMN
Creating repeated task sheets can help streamline and automate routine tasks, saving time and reducing the likelihood of errors or missed details.
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 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 EMN
We received a lot of follow-up to the recent EMC23 talk ‘Estate Management as a Business’. Many of your questions were ‘How do I get started’? To address that, we’ve put together a workbook to help you organize your purpose and goals for starting your new business.
Written by EMN
Charles MacPherson has put together a playbook for your first 90 days.
Written by EMN
Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.
Written by EMN
We’ll hear from 4 individuals offering estate management services who will discuss alternative careers in Estate Management.
Written by EMN
Chris Milu will share the essentials for developing your ERP and connecting with the resources needed to execute it.
Written by EMN
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.