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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

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Starting an Estate Management Business

We received a lot of follow-up to the recent EMC23 talk 'Estate Management as a Business'.  Many of your questions were 'How do I get started'? To address that, we've put together a workbook to help you organize your purpose and goals for starting your new business.

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Boundaries in Private Service

What are your thoughts on boundaries in private service? What do you tell your staff? How do you train them to understand where the line is? 

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