Estate Management Network

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Category: Seasonal

New Year, BETTER You – Education for Estate Managers

Education remains one of the most valuable professional tools available to Estate Managers. Whether entering the field for the first time or taking on increased responsibility across complex households, an Estate Manager benefits from formal training, skill-specific instruction, and strategic development.

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Why You Need a Gift Room

As my dining room looks more like Santa’s workshops every day, I find myself envying the gift rooms at the homes of past employers. A gift room takes a little work to set up but it can save you during those moments when you need a birthday gift in 5 minutes, or when you’re handed a 100 hostess gifts as guests arrive. Like everything in estate management, It’s about having a system that works when life gets busy, which is most of the time. Set it up properly once, and you’ll never go back to wrapping gifts at your desk again.

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Making a Home for the Holidays

With some remote planning and a set-up playbook, a temporary residence can provide a familiar and welcoming experience for the family and guests. Take what you need from this guide to make your holiday relocation as stress-free as possible so you all can enjoy the season.

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Opening a Winter Home | A Checklist for Estate Managers

As keepers of the household’s standards, Estate Managers are responsible for overseeing every aspect of the home’s readiness, from safety checks to aesthetic presentation. Their efforts help to ensure a seamless transition, allowing the family to immediately enjoy their winter home. This checklist will help make sure nothing is overlooked when moving to a seasonal residence.

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Post-Hurricane Property Inspection

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. 

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Hurricane Prep and Response

Our Hurricane Preparation and Response Checklist offers guidance for before, during, and after a storm. From communication plans to recovery steps, it’s a practical tool for hurricane season.

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The Art of the Thank You Note

When the gifts have all been given and received and you’ve finally started to relax into your post-holiday eggnog haze, remember there’s one last point to check off your holiday list: the thank you notes.

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Opening a Winter Home for the Season

This time of year, many estate teams are headed to ski resorts and mountain homes to set up for the season. Their goal is to ensure that owners are met with a home that feels like a private luxury resort in which to entertain their family and guests. There are certain steps an Estate Manager can facilitate to prep the home for incoming residents.

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