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Holiday Gift Tracker Template

Holiday Gift Tracker Template

As we say every year, I can’t believe it’s NOVEMBER already. As it’s sunny and 85° in south Florida, it’s easy to think that Christmas is ages way. It’s not, and you should be starting your holiday shopping lists now. If you have a PA or EA handling your shopping, this template is a great collaborative tool.

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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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Last year I was approached by a somewhat overwhelmed Estate Manager for a well-known billionaire based in Silicon Valley. As she explained her situation, I realized she could use some advice on how to truly evaluate a contract security company.

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