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.
EMN
The Estate Management Network is the premier professional organization for Estate Managers, Directors of Residences, Chiefs of Staff, and other upper-management roles in private service. We strive to be the industry leader in providing professional resources, education, and networking opportunities.
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Opening a Winter Home | A Checklist for Estate Managers
M.F. Marcum
As keepers of the household’s standards, Estate Managers are responsible for overseeing every aspect of the home's readiness, from safety checks to aesthetic presentation. Their efforts help to ensure a seamless transition, allowing the family to immediately enjoy their winter home. This checklist will help make sure nothing is overlooked when moving to a seasonal residence.
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Establishing Staff Protocols for Medication Management
EMN
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.
Using Canva for Design Materials
EMN
Most of our templates are based in Google Suite or Canva; a free, cloud-based, entry-level, graphic design tool one can use to create a variety of content from flyers to guides and manuals.