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. Â
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 most important aspect of a break room is creating an environment where your staff feels like they are actually on a break. PRO Content.
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
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!
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.
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.
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
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.
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