So, how do you find a good vendor? Follow the below advice and do your due diligence and you can avoid 80% of the negative situations that could occur.
Peter Van Ryder
Established in 2010 Estate Management Solutions was developed to fill a void in the fast-growing High Net Worth market of North Texas. In 2018 EMS rebranded and transitioned into a Limited Liability Corporation under the name HNWSoltuions, LLC. EMS has been Peter’s passion project since 2010. Bringing affordable and accessible education to an industry that struggles for continuity in standards and education.
Only time will change other people's attitudes and disregard for others. When it comes to the Principal, the change only happens when the next generation steps up. What we CAN change is the Professional, giving them better tools to ask better questions and recognize the red flags. Thus avoiding a job in a toxic environment.
"We envision service as being the act of giving, in which one’s own preconceptions are set aside for the preferences of the Principal" - Peter
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Chain of Command as a Management Tool
Kimberly Varney
A private estate requires coordinated leadership to maintain continuity, uphold standards, and manage a diverse set of responsibilities. An internal chain of command is the system that defines who gives direction, who receives it, and how accountability is maintained across the property.
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Ask an Expert // Talking Estate Finances with Sara Hobbs
EMN
In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping
Enhancing Estate Operations Through Year-End Reviews
Kimberly Varney
Annual performance reviews serve as a strategic tool, offering a recap of the past year's accomplishments, challenges, and opportunities for growth.
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