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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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The EM Role in Construction Project Management

An Estate Manager can play a critical role in ensuring the success of a residential construction project. With their experience and expertise, they can help ensure that the project is completed on time, within budget, and to the satisfaction of the property owner. PRO content

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Ask an Expert // Talking Estate Finances with Sara Hobbs

In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping

The Agency Round Table

Join us on August 19 for the Estate Management Network’s Agency Round Table, a virtual panel bringing together leading domestic staffing agency owners for an open conversation on communication, job titles, confidentiality, and more. Hear directly from the people placing roles in today’s households, ask questions, and gain insight into the factors shaping successful staffing outcomes.

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