• March 11, 2024 - April 12, 2024
  • Virtual Event

2024 Estate Management Conference Replay









Watch all of the sessions online at your own pace for 30 days.


Virtual Event

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 Stacey Veden
Virtual Event

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 Kristin Twiford
Hannah Loudin Hannah Loudin
Virtual Event

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 Colleen Boyle
Bucky Worboys Bucky Worboys
Virtual Event

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 Joseph Barber, CAM
Virtual Event

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 Lisa Petrello
Virtual Event

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 Andrea R. Bustamante
Kim Dandrea Kim Dandrea
Wayne DeCoste Wayne DeCoste
Virtual Event

Delivering Daily Luxury | Breakout Session

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.
Joanie Veage Joanie Veage
Stacey Veden Stacey Veden
Christopher Milu Christopher Milu
Virtual Event

Staffing Design for Luxury Service

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.
Jennifer Laurence Jennifer Laurence
Virtual Event

Empowering Your Staff With the Training They Need to Succeed

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.
Adrienne Gang Adrienne Gang
Charles MacPherson Charles MacPherson
Candi Vajana Candi Vajana
Virtual Event

Beyond Hard Skills: Teaching a Luxury Service Mindset

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.
John Christensen John Christensen
Steven Ferry Steven Ferry
Peter Colt Van Ryder Peter Colt Van Ryder
Virtual Event

What is Luxury Service Worth?

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.
Latricia Friend Latricia Friend
Kimberly Varney Kimberly Varney
Virtual Event

Negotiating Your Value

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.
Kelly Dixon Kelly Dixon
Donna Shannon Donna Shannon
Daniel Wood Daniel Wood


Kimberly Varney

Social :


Kelly Dixon

Founder, Estate Management Systems

Lisa Petrello

HR Consultant Practice Leader, GTM Payroll Services

Adrienne Gang

Culinary Director, Chef Educator

Colleen Boyle

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

John Christensen

Director of Properties / COO

Latricia Friend

Founder + CEO, Household Management Services

Steven Ferry

Chairman of the Board, The International Institute of Modern Butlers

Charles MacPherson

Founder and President, Charles MacPherson Associates Inc.

Andrea R. Bustamante

Private Risk Advisor & Business Development Leader, BKS Partners

Candi Vajana

Founder, The Experienced Nanny

Kristin Twiford

Director of Content and Brand. Nines and Easemakers

Joanie Veage

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

Donna Shannon

Career Coach, Personal Touch Career Services

Joseph Barber, CAM

SVP of Commercial Operations, Clay Lacy Aviation

Stacey Veden

Vice President, Partner Services, Forbes Travel Guide

Daniel Wood

Founder and Director, DM Estate Staffing

Bucky Worboys

Sr. Account Manager, duPont REGISTRY

Hannah Loudin

Director of Residences, The Tampa EDITION

Kimberly Varney

Executive Director, Estate Management Network

Jennifer Laurence

Founder and President, Luxury Lifestyle Logistics

Kim Dandrea

Private Client Business Development Leader, BKS Partners

Wayne DeCoste

CEO, Rescor Group

Peter Colt Van Ryder

Founder & CEO, Estate Management Solutions

Christopher Milu

CEO, MCM Estate Management + Consulting

Purchase Ticket

EMC24 Replay Ticket