Serving as estate manager to the UHNW set is more than a job or even a career – it is a lifestyle &, in many ways a state of being, that has its own unique challenges. That said, with the right skills & tools like EstateSpace, you can improve how you manage estates, physical assets, staff & supporting service providers.

EstateSpace helps individuals, business & family offices simplify how they manage estates, physical assets, staff & supporting service providers.

Communication has changed drastically over the past few decades. Now, we have to be very strategic about choosing the right words (or at least soften them with an emoji) to convey the right message & tone via text, email, & social media. The good news is that while technology has made communication more challenging, there are also digital tools, such as EstateSpace, that can assist with improving

Today is considered a period of heightened legislative risk for qualified accounts – like IRAs and 401(k)s – as well as Roth accounts. This is mainly due to our government’s growing need for new tax revenue to offset increased spending as well as Congress’s indication that much of this new tax revenue will be generated from new and evolving taxes on retirement accounts.

🎁🧸Donate toys in the month of July to help those in need!

What you need to know

Every construction project will have some challenges, & while you can’t anticipate or eliminate everything that can go wrong, you do have some control over the extent to which it hijacks your life. Using the right tools – at the outset can help you stay calm & organized with a streamlined & more efficient process.

Taking Metrobus will be free for more students in Fairfax County, Virginia, as the program gets the green light to expand to four new schools.

Rising taxes in retirement is a risk some savers haven't considered. Is your retirement approach prepared? Discover your potential retirement tax bill - and options for potentially reducing it. Contact us today:

We all love those inspirational before & after pics showing a once tired & dated home transformed into a modern showstopper. But what those pin-worthy pictures don’t show you is the time, money, & hard work that went into that renovation & the hidden problems that likely popped up along the way. If you're in private service with a list of projects in your future, here are a few tips to help th

There are so many reasons why you should hire a nutrition coach ranging from education and expertise to accountability and support. The benefits are vast, especially with all the misinformation on social media and mainstream marketing. With all the confusion in the diet industry, it can be extremely confusing to sift through all the noise and garbage which often times leads to the vicious cycle of

Terrific cul de sac location in popular Chantilly Highlands community. This house has fantastic outdoor living spaces and features 4 bedrooms and 4 1/2 baths. Come and see why people flock to Chantilly Highlands.

EstateSpace is a platform tailored to estate management for estate managers, family offices & businesses. We simplify estate management by providing a single source of truth to improve how you manage people, properties, assets & workflows.

Dulles Regional Chamber of Commerce hosts conversation about how the community can promote mental wellness in times of gun violence.

Have you asked the question: Is it likely your taxes will be significantly lower in retirement than they are today? Obviously, we don’t know where tax rates will be in the future. But we can look at ways taxes could change for you in the future.