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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
Training & Fair Compensation for Estate Managers
Q & A / Table Chats - What Is an Estate Manager?
Creating an Estate Manual with Marta Perrone
EMN MEMBER TALK // The Art and Science of Applying for Jobs
The First 90 Days
Estate Management as a Business

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