News & Updates

If you already have an #estatemanager, you may be underutilizing them & overlooking an invaluable #asset. Oftentimes they also serve as the stewards of #physicalassets on the #property, such as artwork and automobiles, that need to be maintained on a regular basis. #physicalassetmanagement #inventory #productivity #family #lifestyle #legacy #success

Our vision is to simplify the most complex areas of life, providing the peace of mind that comes from knowing your interests are protected.

The challenge of any #wealthadvisor is to build a healthy #portfolio tailored to each client’s unique needs & #goals. Many focus their efforts on #financialassets such as equities for their low risk & easy liquidity. It’s no surprise then that many people are often unaware of the true value of their #physicalassets & what’s needed to maintain them. #physicalassetmanagement #property #fam

We help individuals, business & family offices simplify how they manage physical assets and streamline communications.

Have you ever wished you could make a carbon copy of yourself to get everything done? If so, you may want to consider engaging professionals to take ownership of things you don’t have the #time or desire to deal with. #lifestyle #productivity #success

We help individuals, business & family offices simplify how they manage physical assets & streamline communications

Providing round the clock access to the status of your properties, physical assets & facilitates communication between you & your staff.

Providing round the clock access to the status of your properties, physical assets & facilitates communication between you & your staff.

One of the most common problems when it comes to managing physical assets is that people simply don’t know that they have anything to manage.

One of the reasons it’s so important to manage your #physicalassets is so you can include them in your #successionplanning. Digital tools allow #family members to share this #information with each other in real time, which fosters #communication. #legacy

Did You Know: Visuals can be used to manage your #wealth via digital platforms. For example, @estate_space allows you to upload photos of each #asset, be it a #property, vehicle or piece of art, then makes notes regarding its #worth & #maintenance.

Keeping a digital checklist of tasks and supplies will keep things running smoothly. Store videos so you can keep a record of progress.

Newest members of the Dulles Regional Chamber introduced.

#familyoffice services can provide the structure & a neutral space in which relatives, regardless of their individual #lifestyles & interest, can come together & ensure the family’s #success for generations to come. #family #lifestylemanagement #legacy

We give principals and family offices control over their most complex holdings with dynamic technology.