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Standardizing Service with Task Sheets

Creating repeated task sheets can help streamline and automate routine tasks, saving time and reducing the likelihood of errors or missed details.

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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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The Exit Interview

The best method for letting a staff member go is to conduct an exit interview as part of off-boarding. We've created a guide and templates that will explain the process.

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Wynn Win // Loaning Fine Art

When a high-value piece of art is acquired, where it ends up can have significant effects on how it is taxed. Consider the benefits of loaning art to cultural institutions for major savings.

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