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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Ask an Expert // Talking Estate Finances with Sara Hobbs

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

Meet Marc Sorensen Leandro of Sorensen Staffing

Sorensen Staffing is best summed up by the guiding principle, “Let’s Make This Easy.”  I saw an opportunity to alleviate the burdens associated with finding the right domestic professional by infusing the process with simplicity, clarity, and most of all, ease.

The Essentials of Household Estate Management

Learn about Peter's online estate management course: Essentials of Household Management. Designed with an understanding of the ever-changing nature of our profession. The content has been developed based on real-life Estate Management experiences and input from a variety of industry professionals. Those who get the most out of the course are Estate Managers, Household Managers, Executive Housekeepers, Nanny Managers, and those looking to lay a foundation for their new career.

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