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Kimberly Varney

Mentorship, Coaching, or Training?

Mentorship, coaching, and training are distinct approaches to professional development, each with its own unique characteristics and benefits. As we approach the launch of our mentorship platform, let’s dive into the nuances of each.

Estate Admin
Kimberly Varney

Estate Manual Essential: The Organizational Chart

Providing luxury service in a HNW residence demands highly-personalized attention to detail. One of the most effective tools for an estate team to deliver on that expectation is an organizational chart

Family Office
Kimberly Varney

Slack for Your Estate Team

Of all of the things that need to be streamlined and organized, communication should be at the top of any Estate Manager’s list. Slack pulls a huge portion of minor texts and emails out of your inbox and into a repository for the entire team to reference and creates a platform for targeted group communication. Here’s how to set up Slack for your team. PRO MEMBER CONTENT