This time of year, many estate teams are headed to ski resorts and mountain homes to set up for the season. Their goal is to ensure that owners are met with a home that feels like a private luxury resort in which to entertain their family and guests. There are certain steps an Estate Manager can facilitate to prep the home for incoming residents.
As my dining room looks more like Santa’s workshops every day, I find myself envying the gift rooms at the homes of past employers. A gift room takes a little work to set up but it can save you during those moments when you need a birthday gift in 5 minutes, or when you're handed a 100 hostess gifts as guests arrive. Like everything in estate management, It's about having a system that works when life gets busy, which is most of the time. Set it up properly once, and you'll never go back to wrapping gifts at your desk again.
A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management.
If you’ve ever received a call asking ‘Where are we on fixing the _____ “ you’ll understand the value of having the answer immediately available. A simple spreadsheet can provide a quick reference that can be used for answering that question, as well as planning, budgeting, tracking and reporting status and outcomes.