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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Establishing Staff Protocols for Medication Management

Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.

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Primary Roles in Estate Management

There are 4 primary estate management roles: Property Manager, House Manager, Estate Manager and Director of Properties. We identified the skills, education, experience, and expectations of each role, as well as the process for entry and progression.

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The Estate Brand

An estate brand is both an ideology and a physical manifestation of aesthetic, design and service. It represents the intended reputation or expectations of the home. PRO content.

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