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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Finding a Good Mentor

Whether you need personal or professional development, a mentor is someone that helps you achieve your development goals. In the coming weeks we’ll be launching a mentorship program. If you have interest in participating as either a Mentor or Mentee, join the “Mentorship” group.

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Vehicle Log Management Template

Vehicle Maintenance Log

The value of a vehicle maintenance log shouldn't be underestimated. Keeping a log and saving receipts will not only help you and your Principal's mechanic know the car’s history, maintenance needs, and ownership expense, but it will also prove its value by providing proof of care to a prospective new owner. 

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