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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.

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Walsh Signature Staffing

The Estate Management Network is pleased to welcome Walsh Signature Staffing as an Industry Partner. Led by Casey Walsh and Lauren Perry, this boutique agency specializes in placing top-tier domestic staff in ultra-high-net-worth homes across the United States.

Panel Discussion – How Does One Become an Estate Manager?

There's no 'single path' to becoming an Estate Manager. Here from a panel that transitioned from various backgrounds and get their tips and advice. The panel will be followed by a breakout Q&A / workshop that you'll automatically be seated in when the discussion ends so that you can add to the conversation.

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