Creating a Punch List

A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.

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Four Key Consistencies

Four Key Consistencies

What’s something hard to find and almost impossible to recover once lost? Your integrity. When we think about integrity, we typically see it as a trait on the same level as honesty or truthfulness. However, we could protect our integrity if we saw it as the sum of our honesty, discretion, and respect, especially in a luxury setting.

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Creating an Estate Manual with Marta Perrone

Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.

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