"Succession" points to the frequent misalignment between service level expectations and staff investment.

Hint for homeowners with household management staff: no healthy relationship is sustainable long-term without it.

It is possible to care for someone AND maintain professional boundaries and expectations. In fact, it is the most respectful way to protect and respect a relationship. Here are six suggestions for successful boundaries, outlining performance expectations, and tracking accountability with household staff.

For 29 years, I have worked for no money-, new money-, faux money-, and old money clients. I can’t always tell which is which, no matter the brand of cars parked in the driveway, the size of the home, or how they dress. But one thing is crystal clear, I know which ones have learned lessons from the past and learned to protect their assets and their wealth…