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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Save the Date – EMC25

2025 Estate Management Conference – The Resilient Estate: Emergency Planning, Response, and Recovery. This one-day event, slated for September 12, 2025, will focus on strengthening the systems that Estate Managers rely on.

Chicago’s Domestic Employee Contract Mandate

Under a new rule for the City of Chicago that takes effect Jan. 1, anyone who hires a domestic worker must provide them with a written contract in their primary language, as requested by the worker, regardless of their status as an employee or independent contractor.

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Strategic Planning for Estate Managers

Our strategic planning guide provides a clear framework for estate managers to define priorities, set goals, and structure long-term operational plans. Includes step-by-step guidance and a full sample plan for reference.