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Category: Templates

Strategic Planning for Estate Managers

Our strategic planning guide provides a clear framework for estate managers to define priorities, set goals, and structure long-term operational plans. Includes step-by-step guidance and a full sample plan for reference.

Estate Manual Essential: The Organizational Chart

Providing luxury service in a HNW residence demands highly-personalized attention to detail. One of the most effective tools for an estate team to deliver on that expectation is an organizational chart

Standard Operating Procedures

SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions, SOPs minimize variations in performance regardless of who is carrying out the task.

Tracking Holiday Gifts

Tracking holiday gifts becomes a straightforward process with our simple and user-friendly spreadsheet template. There’s a space for your budget, staff gifts, stockings, and cards.

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