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.
#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.
#philanthropy has also been affected by the organic shift in priorities that occurs as each new #generation comes of age. The solution lies in finding common ground. The key to bridging this gap quite possibly lies in #technology #communication #charity
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