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Workshop – Developing Standards for an Estate Manager

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Workshop – Developing Standards for an Estate Manager

Following the Panel "What is an Estate Manager", we'll dive a bit further into the ways an Estate Manager is defined in an effort to create some standards for EMs, Agents and Employers. We'll provide a link and worksheet for you to help develop this new set of standards.

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Standard Operating Procedures

SOPs provide a common set of expectations for all stakeholders by establishing uniformity in task execution. With clear, step-by-step instructions, SOPs minimize variations in performance regardless of who is carrying out the task.

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.

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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