Sara Hobbs, of Forecastle Financial, joins us for our next Ask an Expert podcast, addressing the financial pain points Estate Managers encounter in their roles. Sara brings decades of experience supporting high-net-worth individuals and their management teams through Forecastle Financial, a virtual advisory firm offering Personal CFO and account management services tailored to private households. […]
Virtual Home Inventory As the founder of Virtual Home Inventory, Ken Aaron integrates his expertise in architectural and product photography with his knowledge of documenting high-value properties and assets to provide a unique service for Estate Managers, combining 3D imagery and photography to create a complete digital copy of a home and its contents. Ken […]
The Baldwin Group Kim Dandrea of The Baldwin Group will join us for our next Ask an Expert session to discuss risk management in the context of UHNW households. Drawing […]
Join us on August 19 from 2 to 4 PM EDT for a virtual panel with agency owners at the forefront of domestic placement. Our Speakers include agency owners Elise […]
2025 Estate Management ConferenceAnnouncing the 2025 Estate Management Conference – The Resilient Estate: Building a Playbook for Emergency Response and Recovery. This immersive event, slated for September 12, 2025, will focus […]
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