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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Tips To Train Your Billionaire – On Demand

Forbes Magazine reported that in 2020 there were roughly 500 new billionaires in the US – many hiring an Estate Manager for the first time. Here's our chance to train our employer by: shifting out-of-date expectations, implementing boundaries and providing win/win solutions to our industry's toughest challenges, to create a sustainable position that you love.

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Creating an Estate Manual with Marta Perrone

Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.

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