3rd Annual Estate Management



Delivering a luxury experience

February 17-18, 2024    St. Petersburg FL

Join us

For an In-person Event

We look forward to welcoming fellow Estate Managers and Industry Partners to St. Petersburg, Florida, February 17-18, 2024 for the 3rd Annual Estate Management Conference. The live and in-person event will be a unique opportunity to network with industry professionals, add to your professional value, and enjoy the “Sunshine City”with your peers.

Connect with industry professionals

Our industry is overdue for some in-person networking.  EMC24 will provide ample opportunity to connect through a mix of presentations and social gatherings.

Learn from luxury service experts

Effectively serving an UHNW principal requires a deep understanding of luxury service and expectations. Learn theory, methods, and resources from those who set the benchmarks for luxury.

Enjoy Sunshine and Palm Trees in February

With temperatures in the 60’s and 70’s in February, St. Pete offers a warm respite from late-winter blues. Think of it as professional development with a side of tropical getaway.

Presented By

With Support from Our Sponsors and Industry Partners

The Venue

The Vinoy Resort and Golf Club

For almost 100 years, The Vinoy has been an icon in the St. Petersburg community. Overlooking St. Pete Harbor with sweeping views of downtown, the Vinoy recently underwent a transformative restoration and rebrand, joining Marriott Bonvoy’s Autograph Collection as the Vinoy Resort and Golf Club. Reserve a room at the Vinoy  *Please note, our room block has has been fully booked.

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The Agenda

Friday, Feb 16 - Sunday, Feb 18 2024

Delivering a Luxury Experience

Providing luxury service to an UHNW individual involves creating tailored solutions that align with a principal’s distinct preferences and expectations utilizing the highest quality resources available. The 2024 Estate Management Conference will engage attendees and presenters in conversations and learning experiences that will facilitate an understanding of the luxury experience and introduce the resources required to deliver.

Registration February 16, 2024
6:00 PM - 8:00 PM


Stella Meeting Room & Veranda Bar

If you're arriving Friday evening, check-in upstairs in the Stella room and then meet up with fellow attendees at the Veranda Bar.

DAY 1 February 17, 2024
9:00 AM - 10:00 AM

Welcome Continental Breakfast and Registration

Mirror Lake C

Spend the first hour of the day networking with attendees and enjoying continental breakfast and coffee. We’ll have a check-in table in case you weren’t able to join us Friday night.

10:00 AM - 10:15 AM


Mirror Lake C

Welcome, thanks and an introduction to what we can expect for the weekend from the Estate Management Network’s Executive Director, Kimberly Varney.

10:15 AM - 11:15 AM

Defining The Luxury Experience

Mirror Lake C

As more principals request “5 Star Service”, we turn to the brand that coined the term and has rated luxury service since 1958 to understand what a 5-Star experience really is and how we can upscale our service and hospitality delivery. Forbes Travel Guide’s Stacey Veden will also share the company’s recent expansion into luxury residential services.

11:15 AM - 12:15 PM

Trending - Residential Hospitality | Live Easemakers Podcast

Mirror Lake C

The future of private service is residential hospitality. Principals seek a hotel-quality experience and are looking for Estate Managers with a background in boutique hotel management. In this live Easemakers podcast, Kristin Twiford talks to Hannah Loudin, Director of Residences at the Tampa Edition Residences about the crossovers between hotel and residential hospitality and how Estate Managers can bring some of these luxury hospitality elements into a home.

12:15 PM - 1:00 PM


Vinoy Resort and Hotel

Take your pick of the Vinoy’s selection of restaurants and cafes: Lotties, the Terrace Bar, Paul’s Landing, or Parasol for lunch.

1:15 PM - 2:15 PM

Buying and Selling Luxury Assets

Mirror Lake C

As Estate Managers, we’re often asked to buy, and sell ultra-high-value collectable assets such as art, cars, jewelry, watches, and wine. There are times when it’s essential to reach a preferred marketplace or buyer and to have access to the information needed to facilitate a responsible transaction. Understanding value and the global market is essential for making the best decisions around the acquisition and disposition of luxury passion assets. We’ll meet two top luxury resources who should be your go-to contacts.

2:15 PM - 3:15 PM

Outsourcing Essential Management Services - Private Aviation

Mirror Lake C

Managing a private plane or fleet of aircraft needs timely and meticulous attention to detail; often more than an Estate Manager can commit to. Joe Barber will deliver insight on various private aviation solutions, their associated costs, and a few nuances that will help you make more informed decisions. He will provide the essentials of Aircraft Management and some of the advantages of outsourcing this service, as well as provide a glimpse into the legacy of Clay Lacy's legendary history of service.

3:15 PM - 4:15 PM

Outsourcing Essential Management Services - Human Resources

We’ll hear from the leading private service industry human resources provider, GTM Payroll, about why an Estate Manager or Family Office should consider outsourcing HR. Lisa Petrello will discuss personnel management, legal issues, and compliance along with some of the support services they provide such as candidate screening, onboarding employees, and benefits management in addition to payroll and HR.

4:15 PM - 4:30 PM



4:30 PM - 5:30 PM

Insure and Protect: Covering the UHNW Lifestyle

Mirror Lake C

With the responsibility of residents, guests, homes, vehicles, collections, and a multitude of liabilities, it’s crucial to know how to protect and insure an UHNW lifestyle. We’ll hear from Kim Dandrea and Andrea Bustamante, of BKS Partners insurance, and Wayne DeCoste, of Rescor Group private security, about how to mitigate risk and prepare for the unexpected.

6:00 PM - 8:00 PM

Industry Partner Reception

Mezzanine Terrace

Every estate management professional needs a solid book of high-quality resources. We’ve invited some of our most valued partners to a meet and greet cocktail reception. Be sure you’ve set up your Blinq digital business card for the occasion.

DAY 2 February 18, 2024
9:00 AM - 10:15 AM



Attendees are invited to brunch at St. Pete's most popular French Bistro, Cassis. *This seated brunch will require an RSVP, which will be sent to all attendees.

10:30 AM - 12:00 PM

Delivering Daily Luxury | Breakout Session

Mirror Lake C

We’ll have a wealth of talent and experience in the room, presenting a great opportunity to hear from you all about how you deliver daily luxury to your principals. In this breakout session, we’ll tackle several daily service situations and hear solutions and ideas from your groups. Joanie Veage and Chris Milu , and Stacey Veden will help facilitate the conversation.

12:00 PM - 12:15 PM


12:15 PM - 1:15 PM

Staffing Design for Luxury Service

Mirror Lake C

In order to properly deliver luxury service, an Estate Manager needs to determine what staff is needed and what schedule should be created to make them most effective. Jennifer Laurence, President of Luxury Lifestyle Logistics, will share her process for properly staffing a residence.

1:15 PM - 2:15 PM

Empowering Your Staff With the Training They Need to Succeed

Mirror Lake C

Whether your staff is brand new to the industry, new to your property, or a seasoned veteran of private service, quality training and ongoing professional development are essential. We'll hear from three top providers of industry-specific educational programs.

2:15 PM - 2:45 PM



Grab a coffee or macaron on the Vinoy Terrace Bar or at the their coffee shop, Lotties.

3:00 PM - 4:00 PM

Beyond Hard Skills: Teaching a Luxury Service Mindset

Mirror Lake C

There is no greater need in running a luxury household than having a properly trained staff. It goes well beyond hard skills and experience; private staff need to understand a luxury environment and how to present themselves in an UHNW residence. Three industry experts will share their strategies and provide resources for training your staff.

4:00 PM - 5:00 PM

What is Luxury Service Worth?

Mirror Lake C

There are multiple factors that determine the compensation for a role; personal preferences, professional experience, and local markets. We'll discuss those factors, how one determines their personal value, and what we're seeing in the industry.

5:00 PM - 6:00 PM

Negotiating Your Value

Mirror Lake C

Whether it's time for your year-end raise review, you're engaged in a job search, or you need to illustrate the value of your team, you should know how to negotiate the highest and best compensation.

6:00 PM - 7:00 PM

Closing Networking

Paul's Landing

Meet up at the Vinoy’s waterfront bar, Paul’s Landing, to make any final connections and take in the views of St. Pete Harbor before the weekend concludes.


Presenting our panel of experts

Adrienne Gang

Culinary Director, Chef Educator

Andrea R. Bustamante

Private Risk Advisor & Business Development Leader, BKS Partners

Bucky Worboys

Sr. Account Manager, duPont REGISTRY

Candi Vajana

Founder, The Experienced Nanny

Charles MacPherson

Founder and President, Charles MacPherson Associates Inc.

Christopher Milu

CEO, MCM Estate Management + Consulting

Colleen Boyle

Managing Director, Head of Business Development & Philanthropic Strategy, The Fine Art Group

Daniel Wood

Founder and Director, DM Estate Staffing

Donna Shannon

Career Coach, Personal Touch Career Services

Hannah Loudin

Director of Residences, The Tampa EDITION

Jennifer Laurence

Founder and President, Luxury Lifestyle Logistics

Joanie Veage

Estate Manager-Chef | Modern Butler, The International Butler Academy Graduate

John Christensen

Director of Properties / COO

Joseph Barber, CAM

SVP of Commercial Operations, Clay Lacy Aviation

Kelly Dixon

Founder, Estate Management Systems

Kim Dandrea

Private Client Business Development Leader, BKS Partners

Kimberly Varney

Executive Director, Estate Management Network

Kristin Twiford

Director of Content and Brand. Nines and Easemakers

Latricia Friend

Founder + CEO, Household Management Services

Lisa Petrello

HR Consultant Practice Leader, GTM Payroll Services

Peter Colt Van Ryder

Founder & CEO, Estate Management Solutions

Stacey Veden

Vice President, Partner Services, Forbes Travel Guide

Steven Ferry

Chairman of the Board, The International Institute of Modern Butlers

Wayne DeCoste

CEO, Rescor Group


On sale Now

Oct 1 - Oct 31

Nov 1 - Jan 15

Jan 16 - Jan 31


Estate Management Network Pro Members check your email for your Member ticket coupon code.




Tickets are sold out. Please message us for waitlist tickets.


The Vinoy Resort and Golf Club /// 501 5th Ave NE, St. Petersburg, FL 33701

Host Organizations :

The conference is hosted by Celebrity Estate Management and the Estate Management Network.