Cover Your Assets // Understanding Service Contracts

Cover Your Assets // Understanding Service Contracts

I love contracts. I like knowing what I’m obligated to and what the vendor is obligated to, in very clear terms. I’m spending someone else’s money on someone else’s property, so I want to make the right decisions and I want to be covered.  PRO MEMBER CONTENT

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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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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.

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Outsourcing Grounds Services

Most estate properties employ a small crew in-house to do the everyday maintenance and care for the grounds. When it comes to big projects or specialty services, however,  it may be necessary to outsource landscape needs. PRO MEMBER CONTENT

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