Approaching the owner and/or their financial manager to discuss additional staffing needs requires a tactful and strategic approach. We've created a guide for Estate Managers with some key points to effectively communicate the need for expanding household staff, ensuring a successful outcome for all parties involved.
We were recently chatting with Members about working with vendors. Respect, communication and relationship-building were a common theme. Here are some of the top tips:
A staffing design plan can be used to pitch your plans to the family office, the Chief of Staff, or whoever will need to approve your hiring. This exercise can also be the basis for your staffing budget, job descriptions, and scheduling.
Estate managers who successfully balance short-term and long-term planning create more stable estate operations. A well-structured plan ensures that immediate tasks contribute to the estate’s long-term success.
