Delivering a luxury experience
February 17-18, 2024 St. Petersburg FL
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.
Our industry is overdue for some in-person networking. EMC24 will provide ample opportunity to connect through a mix of presentations and social gatherings.
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.
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.
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. Special rates are available to attendees: EMC24 Reservations
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.
If you're arriving Friday evening, join us in the upstairs terrace lounge to check-in and socialize with fellow attendees. We’ll serve light welcome refreshments.
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.
Welcome, thanks and an introduction to what we can expect for the weekend from the Estate Management Network’s Executive Director, Kimberly Varney.
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 Vice President, Stacey Veden, will also share the company’s recent expansion into luxury residential services.
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 service and how Estate Managers can bring some of these luxury elements into a home.
Take your pick of the Vinoy’s selection of restaurants and cafes: Lotties, the Terrace Bar, Paul’s Landing, or Parasol for lunch.
As Estate Managers, we’re often asked to buy and sell ultra high-value assets. There are times when it’s essential to use an advisor to reach a preferred marketplace and buyer. We’ll learn about some top luxury resources that should be in your little black book.
There are certain vital estate management responsibilities that are often outside of an Estate Manager’s area of expertise or carry too much liability for any misstep. In these situations, one should consider outsourcing to an advisor or management company. We’ll look at 2 such essential management companies: Aviation Management and Human Resources.
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.
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.
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.
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.
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.
Grab a coffee or macaron on the Vinoy Terrace Bar or at the their coffee shop, Lotties.
There is no greater need in running a luxury household than having a properly trained staff. It goes well beyond skills and experience; private staff need to understand a luxury environment, etiquette, and how to present themselves in an UHNW residence.
Earlier in the year, Morgan Stanley commissioned an “Estate and Household Staff Compensation Survey” from Botoff Consulting. We’ll discuss how that report stacked up to our collective experience, the factors that determine the value of a role, and what the expectations are for a total compensation package.
Whether it's time for your year-end raise review, you're up for a promotion, or you're engaged in a job search, an Estate Manager needs to know how to illustrate their worth and how to negotiate the highest and best package. Donna Shannon will share presentation insight and Daniel Wood will let us know how your agency can help advocate for top compensation.
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.
Managing Director, Head of Business Development & Philanthropic Strategy, The Fine Art Group