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Vehicle Maintenance Log

The value of a vehicle maintenance log shouldn't be underestimated. Keeping a log and saving receipts will not only help you and your Principal's mechanic know the car’s history, maintenance needs, and ownership expense, but it will also prove its value by providing proof of care to a prospective new owner. 

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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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Planning the Garden

Use these printable landscape and gardening worksheets to sketch out the design plan, make a materials list and create a record of what’s planted and what worked.

Marketing Yourself to an UHNW Employer

Are you doing the right things to market yourself to UHNW employers? Hear from a panel of top placement agents about what they're looking for - and what their clients want. 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. PRO MEMBER CONTENT

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