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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

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Tech Resources For Estate Managers
Creating an Estate Manual with Marta Perrone
The Hierarchy of Estate Management
Managing Mental Health: 3 Steps to Keep Your Sanity and Avoid Burnout
How EstateSpace Is Revolutionizing Estate Management
EMN MEMBER TALK // The Art and Science of Applying for Jobs
How to Navigate Common Challenges of Working in the Private Sector

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