
How to Build Trust with New Clients in Estate Management
After the elation of landing a new estate passes, do you find yourself daunted by the challenge of building a real relationship with a totally new client? Read on…

How to Negotiate Your Worth as an Estate Manager
Estate managers are masters of discretion; make sure your value doesn’t hide in the background. Self-advocate like a pro and earn more for your efforts here.

How to Conduct a Thorough Home Walkthrough
Are You Maximizing Your Home Walkthroughs? Home walkthroughs are more than a box to check—they’re a chance to elevate your estate management game. Read on to discover the best practices to make the most of them.

My Essential Dos and Don’ts of Working with UHNW Clients
Managing UHNW clients is an art that demands discretion, precision, and professionalism. Read the full guide to master the essential dos a don’ts.

Top Mistakes Estate Managers Should Avoid in 2025
From managing complex properties to juggling client needs, it's easy to slip into habits that might not serve you in the long run. To help you avoid some common pitfalls, I’ve put together a list of mistakes that estate managers often make.

What’s Next for Estate Management? My Predictions for 2025
Get excited: 2025 will be a dynamic and opportunity-filled year for estate managers. I sat down and pulled together 11 tips from my experiences and insights in 2024.

Why Every Estate Needs a Comprehensive Annual Maintenance Calendar
A well-organized maintenance calendar is a blueprint for maintaining properties year-round. From routine tasks to emergency preparedness for hurricanes, a robust calendar allows you to stay ahead of the curve.

Top Trends in Luxury Estate Management IN 2024
As estate managers, passion and instinct are essential, but staying ahead of the latest industry trends is what truly sets us apart. Dive in to discover the key trends shaping luxury estate management in 2024.

Why You Need an Organizational Chart as an Estate Manager

Aging in Place: Elevating Estate Management for UHNW Clients
From tailored plans and specialized staff to home modifications and financial protection, discover the key strategies that make all the difference for your aging clients.

33 Lessons on a 33rd birthday
I wrote these words a few days after celebrating turning 33. Not a particularly important number, but one I felt had a symmetry pleasing enough to make it worth a pause for reflection.

Do your contractors know more about your property than you?
As estate managers, understanding major property systems is crucial for delivering exceptional service to clients. Discover the essential systems every estate manager should know.

Preparing Your Estate for Hurricane Season
What you need to know to stay prepared.

Building Your List of Trusted Vendors
As an estate manager, if you're hiring your vendors from Google searches, you're setting yourself up to fail. Why?

Defining your role - Clearing up the confusion around Estate Management
Estate managers: are you able to clearly and concisely define your role when people confuse it with others in our industry? Your success might depend on it.

Does your client communication include these 5 essential elements? Avoid overwhelming clients and build trust.
Are you giving enough thought to what you’re communicating and how you’re saying it? Avoid overwhelming clients and build trust with these 5 elements.

The true value of a Estate Manager in Miami
Why are you still focusing on the logistical and time benefits of hiring you as an estate manager? You need to also be talking about how you multiply the market value of your clients’ investment.

A shortage of housekeepers in Palm Beach has driven wages up to a remarkable $150,000 a year. Here’s how Estate Managers can help.
South Florida's wealthy newcomers are driving up demand for qualified housekeepers, with wages reaching a staggering $150,000 annually. This presents a unique opportunity for Estate Managers to showcase the value we deliver.