Shopping Cart

Close
No products in the cart.

Creating an Estate Manual with Marta Perrone

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.

This content is for members only.
Join Now
Already a member? Log in here
Facebook
Twitter
LinkedIn
Pinterest
RECENT POSTS
FOLLOW us ON your favorite social platform
Identifying Vendors

Sourcing Vendors

So, how do you find a good vendor? Follow the below advice and do your due diligence and you can avoid 80% of the negative situations that could occur.

This content is for members only.
Join Now
Already a member? Log in here

Estate Staffing Design

A staffing design plan can be used to pitch your plans to the family office, the Chief of Staff, or whoever will need to approve your hiring. This exercise can also be the basis for your staffing budget, job descriptions, and scheduling.

This content is for members only.
Join Now
Already a member? Log in here

Subscribe To Our Newsletter

Subscribe to our email newsletter today to receive updates on the latest news, tutorials and special offers!