Estate operations rely on trusted people and trusted systems. Computers, phones, cameras, and smart-home platforms are essential tools for managing large properties. A Technology and Internet Use Policy establishes how those systems are used, protecting both the principal’s privacy and the staff’s professionalism.
The key to getting the staff you need, the job you want, or satisfying your client's request lies in the job description. Learn how to write one in this on-demand session.
Morgan Stanley collaborated with Botoff Consulting to conduct a compensation survey of household staff. This study is the first in the family office world that focuses solely on private service roles.
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.
