Setting Boundaries in Private Service

Setting Boundaries in Private Service

As Estate Managers, we work in a unique environment that can often blur the lines between professional and personal relationships. It’s critical that we maintain both professional and personal boundaries.

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Establishing Staff Protocols for Medication Management

Managing a principal’s medications presents a challenge that must be addressed through clear authority and structure to meet obligations under HIPAA, protect the principal’s medical privacy, and eliminate common liability gaps. Estate Managers must take the lead in establishing protocols and training staff on their responsibilities.

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The Estate Brand

An estate brand is both an ideology and a physical manifestation of aesthetic, design and service. It represents the intended reputation or expectations of the home. PRO content.

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Ask an Expert – Leo Crane on Owner’s Representation.

For our inaugural 'Ask an Expert' chat, I had the opportunity to speak about Owner's Representation with Leo Crane, the founder of Summit Point Consulting. Our conversation shed light on the role of an owner’s representative and the multifaceted challenges and strategies inherent in project management.

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