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Essentials of Estate Management

Essentials of Estate Management

Based in Dallas Texas, this Zoom-based course will give the Private Service Professional the fundamentals for establishing protocols in a HNW residence that protects your Principal’s luxury lifestyle.

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Setting Digital Standards: Technology and Internet Use Policies

Estate operations rely on trusted people and trusted systems. Computers, phones, cameras, and smart-home platforms are essential tools for managing large properties. A Technology and Internet Use Policy establishes how those systems are used, protecting both the principal’s privacy and the staff’s professionalism.

Tracking Holiday Gifts

Tracking holiday gifts becomes a straightforward process with our simple and user-friendly spreadsheet template. There’s a space for your budget, staff gifts, stockings, and cards.

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