ABOUT THIS TALK
What do you need in your toolbox to be a successful Estate Manager? Find out what resources are available and help us determine what is needed. The panel will be followed by a breakout Q&A / workshop that you'll automatically be seated in when the discussion ends so that you can add to the conversation.
Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.
Knowing the value of a work of art is essential to properly protect and insure a piece for display, storage, loan, donation, or sale. The best way to get an accurate value is to commission an appraisal.
Forbes Magazine reported that in 2020 there were roughly 500 new billionaires in the US – many hiring an Estate Manager for the first time. Here's our chance to train our employer by: shifting out-of-date expectations, implementing boundaries and providing win/win solutions to our industry's toughest challenges, to create a sustainable position that you love.
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