PRIVATE WEALTH - June/July 2007 Issue
A Good Man Is Hard To Find - By
Teresa Leigh - 06/1/2007
A leading family manager outlines strategies to avoid the pitfalls in seeking the perfect residential employee.

"He's
in love with the housekeeper!" were the first words I heard when I
answered the phone. One of my clients was calling to give me feedback
on a recent placement I had completed for her family. Her husband-both
difficult to please and taciturn-was gushing with praise for the new
house- keeper and the impact her presence and skills had on their
quality of life and time spent at home.
If you're thinking
that the perfect domestic employee is easily located, vetted and
employed simply by picking up the phone or paying a fee, you will be
sorely disappointed in the outcome. Why? Because domestic staff are a
completely different breed of employee. First and foremost, they are
caregivers, responsible for nurturing the same individuals day in and
day out. Second, they are self-motivated individuals capable of working
in an isolated environment. They maintain the same high standards of
performance with minimal supervision and even less interaction with
their employers, colleagues or the outside world. Third, and most
important, they have intimate access to your life. In an average
workday these individuals come into contact with, and often handle,
cherished possessions, personal information and other private,
important and sensitive materials. In a nutshell, they have regular,
unrestricted access to your sanctum sanctorum. That said, you want the
best person for the job, not just a warm body.
So, how does
one locate a domestic diva worthy of praise? There are several ways to
source candidates, each with their own benefits and disadvantages. You
can leverage your own network of contacts, including family and
friends, use the classified ads in newspapers and the Internet, hire a
staffing agency or retain a family manager. The demands placed on
domestic staff create a unique set of challenges and requirements that
most employers are not familiar with. There are five important
considerations every hiring employer should be aware of:
•Risk-level of exposure to the criminal element
•Time-how long it takes to navigate the hiring process
•Proficiency-knowledge of and access to the private service work force
•Stewardship-oversight of the process, from applications to the filing of human resource documents and payroll
•ROI-the likelihood of achieving a successful outcome based on the combined elements of the hiring process
Overall,
the goal is to identify a highly skilled and well-liked employee, one
who will make an easy transition into their new position. And if all
goes smoothly, who will go on to become a valued employee for years to
come. Unfortunately that's easier said than done, which is clear when
we look at the experience of Madame Q.
Case Study
Madame
Q is a vibrant, beautiful and widowed 68- year-old socialite living in
an 8,000-square-foot home in the Georgetown neighborhood of Washington,
D.C. In need of a competent head housekeeper, she gathered the names of
some staffing agencies from publications and friends, scanned their Web
sites and contacted two national agencies and one regional agency. She
explained the scope of her needs, compensation package, benefits and
time frame.
Many agencies finely tune their profiling process
to test the range and complexity of needs initially presented by the
client. As the agencies probed Madame Q for additional details and
personal information the job description began to change, based on the
focus and character of each conversation. As a result, by the end of
the third conversation Madame Q was searching for an individual to fill
the following roles: housekeeper, cook, event planner, dog walker,
professional dresser and laundress. She also had unknowingly placed
herself at risk by providing evidence of her wealth and lifestyle.
During
the first nine weeks, Madame Q received paperwork on a total of 23
candidates, some delivered electronically, others faxed and the balance
through regular and priority mail. The paperwork, at varying levels of
completeness, differed by agency, making it difficult to compare
candidates. The inconsistent process of sourcing candidates meant that
a number of individuals were put forth who didn't meet the criteria
outlined by Madame Q-some wouldn't relocate, others couldn't live in
due to family responsibilities and several required a higher salary-
which wasted the time of everyone involved. At that stage, a breadth of
information about Madame Q and her family, including her summer and
winter addresses, the names and ages of her children, their occupations
and employers, the names and ages of her grandchildren, her dog's breed
and name had been made available to three staffing agencies and their
employees, 23 low-income candidates and countless others with proximity
or relationships to the aforementioned individuals.
Furthermore,
all of the agencies delegated to Madame Q the responsibilities of
contacting and interviewing each candidate, filtering, evaluating and
assessing each candidates' ability to fill the role, organizing and
maintaining the application process and creating and presenting the
compensation package.
Not unexpectedly, Madame Q was
overwhelmed by the responsibility and allowed the search to lapse.
After three months, she had not conducted any interviews or identified
a single candidate that met her needs. Broadly speaking, the process
was not client-focused. More specifically, the failed search can be
attributed to a number of issues:
•The compensation and
benefits package was not reviewed in the context of the role, current
market salaries and housing valuations.
•There was no written job description that all parties reviewed and approved.
•The search began without an on-site visit from an agency representative.
•Expectations about the employer's level of involvement were not communicated.
•There
was no consultation or guidance about the viability of her requests,
such as the availability of experienced dressers, an event planner's
willingness to also provide care to animals, etc.
Ultimately,
a family management professional was retained to oversee the process
for Madame Q. A family manager, also known as a private service
specialist, a household manager or an estate manager, is a professional
with expertise in the areas that constitute and support the lifestyles
of the affluent. They are a low-profile group of individuals who
balance the soft sciences of client service, personality assessment and
negotiation with the uncompromising areas of skill development,
schedule management and regulatory compliance. Family managers provide
much more than domestic staff to their clients. They are trusted
advisors who generally are involved in a broad range of household
activities including: employee training; service agreement and contract
management; vendor coordination; inventories; care and servicing
calendars; household account management; kitchen and office
organization; systems maintenance; and many other specialized services.
This level of involvement gives them privileged insights into the
client, allowing them to be both consultative and proactive. A family
manager is a counselor, guardian and friend to the individuals and
families with whom they work and their relationships often last for
years-even decades.
Reaching Resolution
The
family manager spent time with Madame Q to discuss her needs and
inspect the environment an employee would be expected to become part
of. Madame Q was asked to prioritize her requests, so they could be
addressed in order of importance during the search and the option of
outsourcing less-critical functions could be explored.
The
family manager then conducted a review and analysis of comparable roles
and associated compensation to provide guidance to the client, with the
goal of finalizing a detailed job description and a realistic salary
package. After those two items were in place, the search began. The
family manager interviewed 26 candidates at a neutral location and
narrowed the pool of potential employees to three. The next stage
included a skills assessment via telephone and a criminal background
check that had to be passed satisfactorily in order to have a second
face-to-face meeting with the family manager. The second meeting took
several hours and the candidates were compensated, to demonstrate a
commitment to the position and respect for their time and expertise.
Each candidate was asked to arrive in uniform or professional dress, to
make a bed, set a bathroom and iron a shirt, role play hypothetical
scenarios and finally, presented with a job description. Madame Q was
given the option of participating in the second meeting or conducting a
separate interview on her own.
At this stage, none of the
candidates had received any personal specifics on Madame Q, helping
keep exposure to a minimum. Madame Q met with the candidates only after
a significant filtration process had been completed, allowing the time
she devoted to the search to be both brief and effective. The family
manager and Madame Q conferred after the interviews, carefully
reviewing the strengths and weaknesses of each individual, and together
decided on B. The family manager worked closely with B to address her
questions and concerns and provide a formal orientation. The family
manager also handled all human resources documentation and payroll
initiation to get the new arrangement off to a smooth start for both B
and Madame Q. Four years later, they are still together.
In
short, the family manager's level of expertise in the field of private
service staffing aids in the overall process. However, the degree of
experience and comfort a family manager has in working with very
wealthy clientele cannot be overlooked as a significant asset. The
high-net-worth are a unique client base that requires special care and
handling-creating and supporting a lifestyle that the average person
will only dream about takes a specific skill set and knowledge. It is
this aptitude that makes family managers such a valuable resource to
their affluent clients and to other types of professionals working with
or targeting this coveted market segment.
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Teresa Leigh is a 24-year veteran of the private service industry and a recognized expert in the field of family management.