"Maintaining balance is crucial; without it, both the client relationship and the property suffer."
In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balancing client needs with sustainable property management.
He reveals his strategies for pristine estate upkeep, including the use of solar energy in places like the Bahamas. Emphasizing the importance of setting boundaries to prevent burnout, Philip discusses the precision needed for managing high-value estates and fostering strong client relationships.
Key Moments
1.
00:00 - 10 years in Canada, culinary and hospitality.
2.
05:44 - Maximizing efficiency and maintenance yields client satisfaction.
3.
08:23 - Communication and transparency are essential for projects.
4.
12:43 - Client representation, energy, natural resources, construction goals.
5.
16:25 - Research and preparation for introducing koi fish.
6.
18:12 - Approach to client asset and property care.
7.
22:24 - The key to managing relationships is traceability and accountability.
8.
25:01 - Client understanding, comfort, and personalized experiences are key.
9.
28:36 - Clientele respect increases engagement; soccer connection.
10.
30:36 - Advising businesses on proactive client coaching for success.
Connect with Philip Smith
What is Beyond Wealth?
Are you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?
Welcome to Beyond Wealth: Innovating for Life Elevation.
Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.
Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.
And now, Beyond Wealth.
EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com