Posts by Kristin Twiford
11 non-obvious questions to ask when you’re interviewing for estate manager jobs
Every estate manager wants to find a role where they can thrive. So, what questions should you ask during the interview process to help you recognize great principals, uncover growth opportunities, and land a role that’s a long-term fit? Get tips from the experts.
[Easemakers Podcast E42] Understanding today's insurance market
What do you need to know about today’s insurance market, and how do you decide when to submit a claim and when not to? In this episode of the Easemakers Podcast, Atténuer Risk Managing Principal Kate Norris shares her tips.
Integrated wealth management and holistic wealth management: expanding to meet the needs of the next generation
The next generation of high net worth individuals is looking for something different. See why family offices and wealth management firms are expanding to keep up with them.
Bridging the fall property management transition
Are you ready for the fall changeover? Here are the questions you should be thinking about to prepare for winter and preserve a property and everything within it.
[Easemakers Podcast E41] Managing wardrobes and personal styling
How do you manage an extensive wardrobe — especially when you’re working across multiple properties? In this episode of the Easemakers Podcast, personal stylist Natalie Decleve shares her tips for private service professionals tasked with managing their principals’ wardrobes.
An opportunity for holistic wealth management to fuel holistic success
Having wealth isn’t the same as living well. So, how do you foster holistic success? Here’s an area that family offices and wealth managers shouldn’t overlook.
[Easemakers Podcast E40] Navigating uncomfortable conversations with principals
How do you manage expectations and build strong relationships with principals? In this episode of the Easemakers Podcast, Sarah Korpela shares her tips for navigating difficult conversations and communicating effectively with high net worth clients.
The wealth spiral
Success comes with an unexpected level of complexity, leading high net worth families to fall into a wealth spiral. Here’s why it happens, how it affects life at home, and what you can do to calm the chaos.
[Season Finale] Exploring Holistic Success and What It Means to Live Well
What does home mean to you, and how are home and success intertwined?
How a family office streamlines operations with an estate management system
This family office was managing five properties with Google Docs, text messages, Whatsapp and more — and things were slipping through the cracks. See what they wanted in a software solution, and how they found the right estate management platform for them.