How To Manage The Estate Ecosystem

estate ecosysytem

How To Manage The Estate Ecosystem

Each estate is an ecosystem unto itself – with its own unique processes, rhythms, and culture. And, like any estate ecosystem, each has a cast of characters with particular skill sets who must learn to work together

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Training & Fair Compensation for Estate Managers

Relevant and focused training improves skills, increases productivity, and builds an indispensable network of international subject matter experts. Hot training topics include cybersecurity, crisis management, and digital organization in a virtual world.

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Ask an Expert // Talking Estate Finances with Sara Hobbs

In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping