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