After 15 years of teaching The Essentials of Household & Estate Management, Estate Management Solutions has redesigned The Essentials Class to enhance its impact on you and your career path!
We invite our members and EMC25 attendees to volunteer at the Estate Management Conference throughout the weekend. Volunteers assist with
In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping
Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.
The Estate Management Network is pleased to welcome Forecastle Financial as an Industry Partner. Founded by finance veteran Sara Hobbs,
2025 Estate Management Conference – The Resilient Estate: Emergency Planning, Response, and Recovery. This one-day event, slated for September 12, 2025, will focus on strengthening the systems that Estate Managers rely on.
We are excited to announce Stage 2 of the Private Service Resiliency Initiative: the Career Rebuilding Phase. As the first step, we have established a free job board for Los Angeles-area private service jobs.
The Private Service Resiliency Initiative is dedicated to supporting displaced private service professionals impacted by recent fires. Through direct donations and strategic partnerships with private service organizations, this program focuses on providing immediate relief, career services, and building a resilient private service community.
For those seeking a security partner that understands the nuances of the UHNW lifestyle, Rescor Group offers a compelling proposition. Their approach to combining security and medical services presents a noteworthy option for Estate Managers tasked with comprehensive risk management.
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.Â
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