Estate Staffing Design

A staffing design plan can be used to pitch your plans to the family office, the Chief of Staff, or whoever will need to approve your hiring. This exercise can also be the basis for your staffing budget, job descriptions, and scheduling.

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What is an Estate Manager?

There doesn't seem to be a consensus about the role of the Estate Manager. Let's get the conversation going by asking what the job is, what are the skills, experience, and education needed to perform the work, among other requirements. Join a panel that includes the stakeholders in the conversation- an EM, and Employer, an Agency, and an Educator. The panel will be followed by a breakout Q&A and workshop that you'll automatically be seated in when the discussion ends.

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Mentorship for Estate Managers

In a recent conversation with Estate Manager Anthony Barlow, we discussed the the various mentors we have worked with throughout our careers and the opportunity to create a mentorship program.

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