Read more about the article Qualities of successful estate managers.

Qualities of successful estate managers.

Anyone who has an estate manager is aware of the immense value this person brings to their life and their sanity.  They give new meaning to “holding down the fort,” handling everything from making sure the household staff has stocked the fridge to overseeing maintenance on physical assets such as artwork and automobiles.  Bottom line, they provide employers with peace of mind – the knowledge that whether they are in their office across town or thousands of miles away things at home are running like clockwork. Whether you already have an estate manager or are in the process of hiring one, here are some qualities they should possess and how digital tools, such as all-in-one estate management platforms, can help them take their performance to a whole new level.    Estate managers play well with others – all others.…

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Read more about the article Do You Know About Digital Tools For Estate Managers?

Do You Know About Digital Tools For Estate Managers?

Changing tax laws. Shifting investment trends. Intergenerational conflicts, blended families and feuding siblings.  If you’re an estate manager, balancing these concerns is all in a day’s work, and often requires you to vacillate between financial expert, project manager, and even referee. Your expertise and interpersonal skills are more valuable than ever, however, there are digital tools for estate managers that can help you more effectively tailor estate management and succession plans to the particular needs of your clients … and make your life a whole lot easier.       Educates Principals. Even the savviest of clients tend to focus on fluctuations in the market and other financial instruments, often to the exclusion of the assets right under their noses. All-in-one solutions give clients the ability to create a digital library of everything in their portfolio, from the things they…

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Read more about the article Digital inventory, here’s why it’s important.

Digital inventory, here’s why it’s important.

“Clutter isn’t just the stuff on the floor, it’s anything that gets between you and the life you want to be living.” This saying by famed Australian organizer Peter Walsh is a profound one. It speaks to the hundreds of little details that get tacked on to our to-do lists and add stress to our already over scheduled lives.  While we can’t always take things completely off our plate, there are tools at our disposal that we can use to virtually declutter our lives. All-in-one platforms, for example, allow us to create a digital inventory of our physical assets that we have at our fingertips 24/7.  Here are some things people include in their digital inventory, and how having one of your own can make your life easier. Everyday Items: You’re still working from home and realize you’re out…

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