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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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Mutually Agreeable Resolutions and Amicable Separations

Handling mutually agreeable resolutions and amicable separations demonstrates an impressive level of professionalism and thoughtfulness; setting clear standards for how to gracefully manage transitions while prioritizing the integrity and success of the estate, the people involved, and your career.

A New Spin on an Old Driveway

An automotive turntable can be the solution to narrow parking situations. They can be installed in a day in any standard drive or garage space.

Purchasing a Private Plane

It’s likely that as an UHNW Estate Manager, you’ll need to facilitate the purchase of an aviation asset at some point in your career. Each purchase will be unique, but here are some standard checklist items to consider in the purchase process: PRO content

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