The Easemakers Podcast

How can estate managers better support frontline staff? How can the right training benefit not only household staff, but also managers and principals? Dwight Nero, Founder of DEPN Consulting, is passionate about helping frontline household staff get the training they need. He shares his take and his tips for training what he calls "the forgotten few" in this episode of the Easemakers Podcast. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

How has protecting the world's most prominent families and individuals changed over the last 50 years — and what's stayed the same? Gavin de Becker & Associates Senior Vice President of Threat Assessment and Management Bryan Niederhelm digs into what's new and what remains core to executive protection in this episode of the Easemakers Podcast. Tune in to hear Bryan's take on new threats facing principals today, his advice for estate managers and private service professionals, and why bringing in the right people is key to keeping everyone safe. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

What is the role of an owner's representative, and where does it start and end? What are the nuances of managing projects nearby and from afar? What skills do owner's reps need, and how do you become one? Leo Crane answers all our owner's rep questions in a new episode of the Easemakers Podcast. Tune in to hear how he manages projects all over the world from his home base in Bozeman, Montana, how building relationships has fueled his career, and his advice for anyone considering taking on an owner's rep role. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

How do you maximize value across an organization? As a family office specialist, a former family office COO focused on estate management, a wealth advisor and consultant, Alison Marckstadt has spent the past 2 decades honing her ability to increase efficiency, bring the best out of her teams, and deliver the highest level service to her principals. Hear Alison's tips and strategies for maximizing your household's budget and time in a new episode of the Easemakers Podcast! Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

What are principals really thinking? After making the transition from working within family offices to consulting for family offices, Tapestry CEO Anne Lyons and President Judy Boerner-Rule have a new perspective. In this episode of the Easemakers Podcast, Anne and Judy share their aha moments from moving to the other side, as well as the patterns they see across families, family offices, and teams of private service professionals. Tune in to hear the stories of how they went from managing the estates of Paul Allen and Bill and Melinda Gates to running their own firm, and what they’ve learned along the way. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

In a special bonus episode of the Easemakers Podcast recorded live from the Estate Management Conference in St. Petersburg, Florida, we explore the trend toward residential hospitality with Hannah Loudin, Director of Residences at The Tampa EDITION. What does it mean when a job description includes "5 star hotel experience"? How should estate managers prepare for roles with the title, "Hospitality Manager"? Why is this trend on the rise, and what can private service professionals learn from luxury hotels? Find out in this special episode of the Easemakers Podcast. This conversation was recorded in front of an audience of estate managers and private service industry partners, and you'll hear their questions at the end. Thank you to the Estate Management Conference for having us, and to everyone who joined in on the conversation! Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Getting organized — let alone staying organized — across multiple properties can be a huge undertaking, and no one knows that better than NEAT Method Co-Founders Ashley Murphy and Marissa Hagmeyer. In this episode of the Easemakers Podcast, Ashley and Marissa share their expert tips for estate managers and anyone working to minimize chaos in their homes. Tune in to hear their strategies for managing moves, creating consistency across properties, and adding ease to everyday life, as well as their specific tips for estate managers who want to create seamless working relationships with organizers, interior designers, movers and more. Plus, in the lightning round, don't miss the organizing hacks that Ashley and Marissa use in their own homes, as well as their favorite stories from their time organizing luxury homes! Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Today, the Easemakers Podcast is taking a break between seasons. In this episode, get a preview of upcoming conversations, and in the meantime, catch up on our past favorites! Thanks for listening!

What do private service professionals need to know about alternative citizenship? In this episode of the Easemakers Podcast, we explore why so many high net worth families are applying for alternative passports, and what you need to know about the process. Tune in to hear Judi Galst, Managing Director Private Clients for Henley & Partners, the global leader in alternative residence and citizenship by investment, share examples of popular citizenship programs, the difference between residence and citizenship (and the benefits of each), and insights from helping families navigate the process of obtaining alternative citizenship. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

What are the keys to providing excellent lifestyle management services to 25 different clients? In this episode of the Easemakers Podcast, Jennifer Quent, a director in Marcum’s family office practice, shares what it's like to manage lifestyle and concierge services within a public accounting firm. Tune in to hear the range of services Jennifer and her team provide in any given week, her tips for staying organized, and the pros and cons of supporting a number of different families at once. Plus, in the lightning round, hear how Jennifer's experience as a professional ballet dancer prepared her for a career in private service. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Jen Laurence is an expert in helping households improve their communications and create harmony. She's spent the past 23 years in estate management, and as the owner of Luxury Lifestyle Logistics, she works with principals and the private service professionals who support them for a week at a time. Her goal: to break down siloes and implement systems that keep everyone on the same page. In this episode of the Easemakers Podcast, Jen shares her advice for private service professionals who want to build better systems of communication, her tips for identifying siloes, and her approach to helping households navigate change. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Private service professionals often feel like there aren't enough hours in a day — but are you falling victim to the 8 deadly time thieves? In this episode of the Easemakers Podcast, professional organizer and bestselling author of Unstuff Your Life and Calling Bullsh*t on Busy Andrew Mellen shares his tips for time management. Tune in to hear how you can avoid time thieves like multitasking and interruptions, Andrew's strategies for reclaiming your time, and bonus tips around staying organized in every aspect of your job. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

In 20 years of working in single family offices, EFO Advisory Services Founder Rebecca Maguire has learned that there's often a disconnect between what principals think they need and what their teams actually need to operate effectively. Many teams of private service professionals continue to take on more, operating on the brink of burnout but managing the chaos so well that their principals don't feel the pain. This is a lose, lose situation. Staff deserve support, and principals don't want to risk losing their best people. So, how do you know when your team has reached its bandwidth, and how do you ask for more resources? In this episode of the Easemakers Podcast, Rebecca digs into resourcing and operations, exploring common challenges and offering expert tips for ensuring your team has what they need to be successful. Tune in to hear the risks of operating without the proper resources, how to navigate conversations around resourcing, and how to bring plans (not problems) to your principals, and tips for setting up systems and structure for your family office and household staff from the beginning. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Your principal wants to trade the hassle of commercial flights for a world-class private jet experience. How do you find the right experience for their travel needs? Ryan Hall is a private aviation expert and the CEO of Corporate Aviation, a consulting firm designed to help individuals and corporations figure out the right private jet travel solution for their needs. In this episode of the Easemakers Podcast, he breaks down the advantages of buying a private plane, working with an air charter service, and owning a fraction of a private jet, and shares his tips for figuring out the right solution for any situation. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Do you know how to create a home inventory list? Why is inventory so important — to family members, to your insurance company and to your household staff? And, what exactly needs to be included on your home inventory checklist? Years ago, Carol Kaufman learned the hard way that failing to do inventory properly can be a huge mistake — so she launched her own company to help households and estates minimize the risk of ending up in her shoes. Today, she’s the Founder and CEO of Pinventory and the consulting firm Alternatives TLC, and she's sharing her tips in this episode of the Easemakers Podcast. Tune in to hear Carol's take on why inventory is so important, the 7 types of inventory every private service professional should know, and her tips for creating a quick but comprehensive inventory for any household or estate (good news: you don’t need to write detailed descriptions of every item of personal property in the home to have a solid inventory). Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

What are the opportunities for private service professionals who want to work from home? And, what are the challenges that come with a remote position? Tara Ulrich knows the answers to these questions firsthand. She’s spent her career as an administrative assistant, working first as a remote executive assistant for a nonprofit, then taking on a remote personal assistant job with a company that provided virtual assistant services. Now, she’s a full-time business owner. As the Founder of Timeless Virtual Assistance, she’s spent the past 8+ years handling a range of administrative tasks for clients across the country, and recently brought on her first team member. Her day can include booking travel arrangements, scheduling meetings, making phone calls to vendors, event planning, social media management, project management, calendar management and more. In a new episode of the Easemakers Podcast, Tara shares her insights on remote work, the pros and cons of working from home in private service, and her tips for building a virtual assistant business. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Your principals come to you and say they want to buy a ranch or some kind of agricultural property, and they’d like to set it up as a business to qualify for an agricultural property tax exemption. Now what? Colorado based Director of Properties and Agricultural Manager Stephanie Galetzki has helped several families and family offices navigate the process, and in this episode of the Easemakers Podcast, she shares everything you need to know. Tune in to hear reasons to set up land for agricultural purposes and reasons not to (and what each option means for the principal's lifestyle and their property tax bill), the conversations you need to have with your principal up front, and the differences between an estate and an agricultural property when it comes to staffing, operations, and accounting for expenditures. Plus, learn how to figure out your tax laws and eligibility requirements, who can help point you in the right direction, and why it’s important to network with other farmers and local government officials. For anyone curious about managing agricultural properties, this episode is a must-listen! Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

What are the trends in household staffing salaries and compensation? How much does compensation affect tenure and turnover? Which employees are you most at risk of losing? Botoff Consulting wanted to help answer these questions, and provide data to help families and family offices recruit top private service professionals and retain their best household staff members. In 2022, they surveyed 300 families and family offices in the first compensation study in the family office world solely focused on household staff. The Estate and Household Staff Compensation Report, published by Morgan Stanley and Botoff Consulting, covers 30 positions, including estate managers, housekeepers, private chefs and more. In this episode of the Easemakers Podcast, Botoff Consulting Managing Principal Trish Botoff and Senior Consultant Jennifer Adams share how to interpret the data to make smart decisions around compensation, and dig into key takeaways around overtime, turnover, long-term incentives and more. Tune in to hear why it's important to do regular check-ins with the market, what goes into creating a compensation strategy, where certifications affect compensation in private service, and tips for estate managers advocating for compensation increases for their household staff. Check out the complimentary report and the full report at botoffconsulting.com and follow along with Botoff to be a part of future surveys. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

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, we talk with Kate Norris, Managing Principal for the risk management firm, Atténuer Risk. Kate has spent her career in the family office world — first in wealth management, then at the Family Office Exchange. During this conversation, she shares her tips for private service professionals, including what to consider when something goes wrong, the key factors in deciding whether you should submit a claim, common mistakes to avoid, and more. Tune in to get her tips for protecting your principals' insurability (and your own!). Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

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. Natalie started her career in fashion, and in 2009, started helping CEOs, celebrities and more create the perfect wardrobe. She supports her clients with everything from image consulting to closet cleanses and shopping. And, she works closely with the private service professionals who support them to manage everyday personal styling, closet organizing and wardrobe management across multiple properties. In this conversation, Natalie shares what she’s learned about how personal style affects overall wellness, as well as her tips for managing an extensive wardrobe. Tune in to hear Natalie’s tips for managing wardrobes across multiple properties, inventories, closet editing and more. Follow along with Natalie @natty_style. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next! The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.