In the world of ultra-high-net-worth estate management, where expectations for impeccable service are sky-high, Estate Managers must possess more than just technical expertise. The secret ingredient that sets exceptional Estate Managers apart is their emotional intelligence.
We received a lot of follow-up to the recent EMC23 talk 'Estate Management as a Business'. Many of your questions were 'How do I get started'? To address that, we've put together a workbook to help you organize your purpose and goals for starting your new business.
Looking for a private staffing job is about setting yourself apart from the field. That is a cliché and this article is about clichés and avoiding them.
The 2025 Estate Management Conference was an exceptional gathering, and I want to extend my sincere thanks to everyone who took part. The event reflected the strength of our professional community and the generosity of those willing to share knowledge, insight, and time.