Managing the lives of UHNW individuals.

Estate management is like any other career – to get to the top you must work tirelessly to cultivate new skills and hone those you already have. If you’re planning on working for UHNW individuals, this likely includes formal education such as business, butler, or culinary school, as well as years of experience. It also requires the meticulous attention to detail as you make sure every moment of their lives run smoothly – from ensuring their homes are stocked with their favorite foods to planning vacations and black-tie events. Perhaps most importantly, you are their representative in the outside world, acting with the utmost discretion and decorum at all times.  That said, there are incredible perks to managing the lives of UHNW individuals can far outweigh any challenges.     You Will See the World – For the UHNW individual,…

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Paper to Platform to Practice with Estate Management Software.

During times of uncertainty there are several effective measures we can employ to ease stress, from taking better physical care of ourselves to reducing our intake of (mostly negative) news. One of the most critical things we can do, however, is take control of what is in our purview – including the management of our estate, paper to platform to practice with estate management software as this allows us to feel more secure about both the present and the future. If the mere thought of a deep dive into your finances makes your blood pressure rise, here are some steps you can take to turn the best practices you’ve read about into reality. Paper.  This will no doubt be the most daunting part of the process, especially if you’ve been lax about managing your estate thus far. One of…

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Choosing Estate Management Software.

The real estate industry’s growing acceptance of technology has led to the creation of several platforms that make virtual showings and closings possible, automate processes such as rent collection and budgets, and save countless hours and headaches. However, if you’re an estate manager working exclusively with one or two families, there are additional factors to consider when choosing estate management software, especially if your clients want to take a more active role without having to micromanage. Here are some ways in which boutique, all-in-one platforms like EstateSpace provide an experience that is collaborative, efficient, and even enjoyable.      No doubt your clients are extremely busy people who rely heavily on you to handle the details of their day-to-day. That said, when it comes to certain things, they may want or need to be more involved. For example, while you…

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