Creating Vendor Guidelines

If you haven't informed or instructed your vendors on how the property needs to be cared for, they probably don't know what to do. It's worth taking time to note the general procedures and expectations for all vendors.

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The Role of Emotional Intelligence in Estate Management

In the world of ultra-high-net-worth estate management, where expectations for impeccable service are sky-high, Estate Managers must possess more than just technical expertise. The secret ingredient that sets exceptional Estate Managers apart is their emotional intelligence.

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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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