You’ve reached a page available to Pro Members only. You should login to your Pro account.
If you’d like to subscribe to read or watch content, use one of the options below:
Monthly
Subscription-
Subscribe to access our library of professional development resources for estate management.
-
Templates, Guides, and On-demand Video
-
10% Discount in the Store
Industry
Partner Directory-
Join our Business Directory. We welcome businesses that have a proven track record working with Estate Managers, Chiefs of Staff, Directors of Residences and Family Offices.
-
Revolving Front Page Ad
-
Contribute Educational Content to the Blog
-
20% Discount in the Store
THE ABC’S of INTERVIEWING
With back to school in full swing, here are some tips for your interviews! Good luck, you got this! THE ABCs OF INTERVIEWING A: be…
Creating a Punch List
A punch list is a document that outlines the remaining tasks or issues that need to be addressed before a project is considered complete. It typically includes minor repairs, touch-ups, and other small items that must be finished or corrected before the project can be officially closed out. We have created a template to organize the process.
Purchasing a Private Plane
It’s likely that as an UHNW Estate Manager, you’ll need to facilitate the purchase of an aviation asset at some point in your career. Each purchase will be unique, but here are some standard checklist items to consider in the purchase process: PRO content