Welcome Continental Breakfast and Registration

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.

Introductions

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

Defining The Luxury Experience

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.

Stacey Veden

Trending - Residential Hospitality | Live Easemakers Podcast

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.

Kristin Twiford

Hannah Loudin

Lunch

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

Buying and Selling Luxury Assets

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.

Colleen Boyle

Bucky Worboys

Outsourcing Essential Management Services - Private Aviation

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.

Joseph Barber, CAM

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.

Lisa Petrello

Break

Insure and Protect: Covering the UHNW Lifestyle

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.

Andrea R. Bustamante

Kim Dandrea

Wayne DeCoste

Industry Partner Reception

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 <a href="https://blinq.me/" target="_blank">Blinq</a> digital business card for the occasion.