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Events

Latest Past Events

Palm Beach Welcome Back Happy Hour

ER Bradley's Saloon 104 S Clematis St, West Palm Beach
Free
Palm Beach Estate Managers, it’s time to get together for a welcome-back happy hour! This event is a perfect opportunity to reconnect with your peers, share insights, and unwind after […]

Estate Management Conference Estate Security Summit

Virtual Event
In today’s rapidly evolving world, security is a critical concern for high-net-worth individuals and their families. Increasing technological integration, high-value assets, and multiple properties present unique challenges for ensuring the safety of our principals and their homes. Recognizing these challenges, we’ve organized the Estate Security Summit to address the multifaceted nature of modern estate security.

Estate Manual Workshop

Virtual Event
Estate managers: Join our practical workshop on creating an effective estate manual. Learn to organize critical information, improve staff communication, and streamline household operations with this key operating document.

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