The role of estate managers during renovation projects.

No doubt about it, The role of estate managers during renovation projects is a constant juggling act. Collecting the mail, paying the household expenses and making sure the home is stocked with everything the client and their guests need is just the tip of the iceberg. You must also manage staff schedules, assist with details around travel and, more recently, ensure that COVID guidelines are being adhered to.  If your tenants also happen to be landlords, you’re responsible for vetting tenants, collecting rent, and arranging for repairs. Indeed, the day-to-day pressure can be intense, and when there are renovations happening on the property it’s exponentially more so. Whether you have a lengthy client roster or are catering to one family, all-in-one solutions can help you keep all balls in the air. As an estate manager, you always need to…

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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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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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