EstateSpace

EstateSpace

  Phone: +18665335133   Address: PO Box 850 Great Falls,Virginia - 22066, United States   Toll-Free No.: 866-533-5133

“Every time when I look in the mirror, all these lines on my face getting clearer, the past is gone. It went by, like dusk to dawn, isn’t that the way, everybody’s got the dues in life to pay.  I know nobody knows, where it comes and where it goes, I know it’s everybody sin, you got to lose to know how to win.” -Aerosmith – Dream On.

Since the day we entered the world our parents, mentors and coaches have encouraged us to dream – to dream about living life to the fullest every moment, achieving financial security and having a happy and healthy family life. As we aged and started our own families, we have urged our children to do the same – to work hard to achieve their dreams, to take risks knowing that failure is a great motivator and to appreciate everything they have and earn.

There are now over 128 million families in the US alone and those families have over $504 trillion in physical assets. It is estimated that baby boomers will pass down over $68 trillion in physical assets over the next 25 years. As this generational wealth transition story unfolds, the plot has the opportunity to follow an inspirational or dramatic story line.

EstateSpace has developed the world’s first asset management solution that provides a single point of record for a family’s physical assets. This intelligent financial management solution enables and simplifies how families manage valuable physical assets to increase and protect generational wealth. The true value of houses, boats, cars, jewelry, collections and other physical assets is often overlooked and instead of these assets helping families to chase their dreams, they become more of a nightmare. The transition of wealth process on average takes 16 months, 570 hours and over $30,000 in out of pocket expenses as these assets have historically been managed on pieces of paper living somewhere inside a file cabinet – until now. 

Generational wealth portfolios have never been easier to create, share, and transition to family members, business managers, estate executors, lawyers and wealth management to help your family to live their best life and create inspirational stories for generations to come.

EstateSpace’s interests are uniquely aligned with those of our clients and we are able to concentrate on the continuing needs of those we serve. No other company will align its interest with those of its clients like EstateSpace. That’s because at EstateSpace, we all have homes and belongings just like you – we believe in the possibility of a better future for our families and take steps every day to achieve this reality.

DO YOU KNOW YOUR WORTH? - Jul 08, 2020

Manage your valuable physical assets. Increase and protect the value of your assets. Transition your family’s generational wealth.

MANAGING MULTIPLE PROPERTIES & WEATHER SEASON CREATES A NEED FOR COMPLETE VISIBILITY WITH ALL YOUR PHYSICAL ASSETS. - Aug 24, 2020

Your #physicalassets should be something you treasure & look forward to enjoying, not a burden or source of worry. Having the ability to manage your #physicalassets at your fingertips may very well be your port in the storm. #realestate #fintech

UNDERSTANDING THE TRUE VALUE OF PHYSICAL ASSETS TO PROTECT YOUR LEGACY. - Sep 11, 2020

It’s no surprise then that many people, even those of high net worth, are often unaware of the true value of their physical assets and what’s needed to maintain them. As a result, they may be missing out on opportunities, literally right under their noses, to preserve and grow their wealth.

REAL ESTATE FIRMS ARE USING BEST IN CLASS TECHNOLOGY TO GAIN AN EDGE ON THEIR COMPETITION. - Sep 17, 2020

#Realestate will always be a complicated business, but #fintech can help simplify the process & increase the chances of closing that next deal; it can also free up time to focus on marketing the business & connecting with future clients. #property

5 SIMPLE CHANGES THAT WILL MAKE A BIG DIFFERENCE WITH YOUR ESTATE MANAGEMENT - Sep 24, 2020

In some ways, managing one’s estate is a lot like managing anything else life – some people will be tempted to oversee every detail (i.e. checking in with their household staff several times a day regarding everything from mundane tasks to the preparations for a dinner party), while others may all but abdicate their role as principal and rely too heavily on their financial advisors.

5 REASONS TO LOVE A COMPLETE PORTFOLIO. - Oct 02, 2020

Start maximizing the benefits of a #completeportfolio for you & your family. Get a clear, comprehensive view, of all your #physicalassets, their value, & what you need to do in order to preserve and maintain it for generations to come. #wealthmanagement

5 THINGS TO CONSIDER WHEN CHOOSING A WEALTH MANAGER. - Oct 08, 2020

Where ever you are in life professionally or financially, it is never too early to engage a #wealthmanager, start getting advice and look to secure your financial future. #wealthmanagement #fintech #estateplanning

FOUR WAYS COVID HAS CHANGED OUR APPROACH TO WEALTH MANAGEMENT - Oct 14, 2020

The Covid pandemic has made us reevaluate everything in our lives - changing the way we think about our wealth, both in the present & in anticipation of an uncertain future. Here are some things to consider when #estateplanning. #wealthmanagement

HOW AND WHY TO CREATE A HOME INVENTORY - Oct 22, 2020

As we enter the last few months of 2020, we continue to be reminded each day how circumstances can change on a dime, and last longer than originally thought. We are also realizing the importance of taking stock of our lives, home inventory and figuring out how to best position ourselves moving forward. When it comes to wealth management, this includes becoming aware of our physical assets to see h

DO YOU HAVE THE NEWEST THING IN WARDROBE CLOSET ESSENTIALS? - Oct 29, 2020

If you have a passion for haute couture, you already know that the clothes on your back – literally – are works of art that if properly cared for can appreciate over time. #realpropertyassets #digitaltransformation #assetmanagementsolutionshttps://bit.ly/31USvRH

Our biggest challenges also present the best opportunities to make positive change. - Dec 03, 2020

Use this time “on pause” to reevaluate your assets, take advantage of the most efficient tools to manage them, and prepare your heirs of any generation to do the same should the unexpected occur.

Family offices are outgrowing traditional models and expanding into lifestyle management. - Dec 10, 2020

During these challenging times, #familyoffices have an opportunity to uplevel the services they provide. This includes an expansion from traditional #wealthmanagement and #estateplanning into #lifestylemanagement.

LIFESTYLE MANAGEMENT CHALLENGES INCREASE WHEN LIVING ALMOST EXCLUSIVELY FOR INSIDE OUR HOMES. - Dec 24, 2020

Complex lifestyles can be challenging to manage even when we’re living it almost exclusively from inside our homes.

Why embracing lifestyle management solutions should be a news year's resolution. - Dec 31, 2020

With the #NewYear right around the corner, we are regaining the sense that we can design our future, rather than just adapting to events. The question is, how do we do this when our lives are still in flux?

Lifestyle management solutions can offer clarity across the many facets of our lives. - Jan 08, 2021

DYK: Lifestyle management solutions can offer clarity and remedy effects of the pandemic blurring the lines between the various aspects of our lives. #lifestyle #luxury #lifestylemanagement

Lifestyle management for the new entrepreneur. - Jan 15, 2021

Despite all the pandemic has thrown at us, many people are actually seizing upon these fluid times to create their own new normal. And there is always something we can do to better manage our lives. #lifestylemangement #lifestyle #productivity

Lifestyle management for the new entrepreneur. - Jan 15, 2021

Despite all the pandemic has thrown at us, many people are actually seizing upon these fluid times to create their own new normal. And there is always something we can do to better manage our lives. #lifestylemangement #lifestyle #productivity

Lifestyle management for the new entrepreneur. - Jan 15, 2021

Despite all the pandemic has thrown at us, many people are actually seizing upon these fluid times to create their own new normal. And there is always something we can do to better manage our lives. #lifestylemangement #lifestyle #productivity

Did You Know: there are property management solutions that allow you to perform several tasks with just a few taps of the screen? - Jan 21, 2021

Benefits of moving toward all-in-one property management solutions that allow you streamline operations.

Dynamic property management solutions keeping our homes safe. - Feb 04, 2021

For #propertymanagers responsible for keeping our homes safe, storms always make a tough job exponentially harder. Here are just a few ways #propertymanagementsolutions can mean the difference between inconvenience & catastrophe.#business #operations

Lifestyle management made simple - Feb 09, 2021

Optimize your lifestyle on EstateSpace with a set of processes and techniques to achieve your goals and desired results. We look forward to working with you!

It goes without saying that a property manager must be able to juggle several tasks – and people – at once. - Feb 11, 2021

Whether you have purchased your second home for recreation, revenue, or a combination of the two, it carries a host of time-consuming responsibilities. #propertymanager #propertymanagementsolution #lifestylemanagement #operations #success

Solutions to property management challenges. - Feb 18, 2021

If you’re only managing a few doors you can use a simple spreadsheet system. But If you’re going to be managing a large number of properties, you need proper software to keep track of clients, maintenance issues, applications, and more.

4 Lifestyle management tips to ease stress, while pursuing happiness. - Feb 25, 2021

We’re living in especially stressful times, but there are #lifestylemanagementsolutions that can offer clarity across the many facets of our lives. #lifestylemanagement #operations #communications #fintech #luxury #lifestyle #success

Performance Enhancing Property Management Solutions - Mar 03, 2021

Streamline your operations, simplify maintenance, and increase property and asset values. Take back management control with one solution that gives unmatched efficiency and accuracy.

5 Annoying aspects of homeownership that can be solved with property management solutions - Mar 04, 2021

Owning a #home is a colossal responsibility & the challenges can be as much as a part of the package as the benefits. Luckily we now have #solutions to make our living space a place of comfort, safety & productivity #lifestylemanagement #propertymanagement

Healthy lifestyle management habits to teach your kids about money. - Mar 05, 2021

We all want to give our children the world, taking a few simple steps now will ensure that you give them the tools to navigate life’s ups & downs & protect your #legacy for generations to come. #lifestylemanagement #successionplanning #wealthtransfer

Obstacles to a balanced lifestyle & ways to overcome them. - Mar 10, 2021

Do your days feel like a roller coaster ride that begins the moment you open your eyes? Here are some common impediments to achieving a balanced lifestyle & tips to overcome them. #lifestyle #health #lifestylemanagement #lifestylemanagementsolutions

Preserving your legacy & your relationship with your children - Mar 16, 2021

Ask anyone about their financial goals & they will likely tell you that #family security tops the list. Here are some tips to keep your family intact staying true to your vision, while preserving your #legacy. #leadership #lifestylemanagement

Estate planning in the age of millennials - Mar 19, 2021

Information may be the most valuable commodity of our time, but only if it is accurate. Transitioning to a digital solution can support anyone seeking to educate their heirs on how to preserve & grow their #wealth. #wealthmanagement #succession #legacy

Family & finance: handling sudden wealth. - Mar 23, 2021

When you manage your finances well, life may not get easier but you have more time to focus on important things in your life. #family #lifestyle #wealthmanagement #fintech #assetmanagement #lifestylemanagement #success

Creating a holistic estate plan that reflects your priorities and maintains your wealth for generations to come. - Mar 26, 2021

When life gets busy, it’s easy to lose touch with clients. Maintaining a constant flow of #communication will allow you to focus on your primary goal – building & maintaining their #wealth for generations to come. #estateplanning #family #legacy

The ultimate lifestyle management solution for sophisticated lifestyles. - Mar 29, 2021

ICYMI: EstateSpace creates a safe, cohesive ecosystem to inventory your #propertyassets, interface with #family members or staff & share reports with your trusted advisors. #operations #communications #propertymanagement #lifestylemanagement #success

Family & finance: handling sudden wealth part ii educating your children. - Apr 01, 2021

Most of us are used to gradual money—earning an income & building a nest egg over time. Dealing with sudden wealth requires temperance & a commitment to learning new financial skills. #wealthmanagement #family #lifestylemanagement #fintech #legacy

The all-in-one property & lifestyle management solution! - Apr 06, 2021

Real #property #assets, people & processes are far from static. Start managing #succession in real-time right from your mobile device with a solution to meet modern day expectations. #operations #communication #lifestylemanagement

Here’s how embracing property management software can allow property managers to provide the best possible service. - Apr 08, 2021

Here are some ways in which #propertymanagementsoftware is transforming the way #propertymanagers work, & making life easier for those who own and/or occupy the properties. #operations #communications #realestate #propertymanagementsolutions #success

Dynamic Property Management Solutions - Apr 12, 2021

If you are like many other #propertymanagers struggling with #communications. EstateSpace enables you to communicate seamlessly with everyone, from architects & construction workers to home owners & staff. #operations #business #property #success

Lifestyle management solutions can offer clarity across the many facets of our lives. - Apr 13, 2021

Large-scale projects, or renovations need to constantly be managed with regard to both time & substance. Here are some ways in which an all-in-one management solution can help you make informed decisions. #operations #communications #business #success

Evolution of the role of estate managers during covid-19. - Apr 15, 2021

Early in the pandemic many people either furloughed their household staff or asked them to quarantine within the home. Since that time the role of the #estatemanagers has evolved. #estatemanagement #family #operations #communications #lifestylemanagement

The all-in-one management solution for those seeking clarity. - Apr 16, 2021

Simplicity for sophisticated lifestyles. Securely communicate with with trusted advisors, staff & #family members. Create a safe, cohesive ecosystem where you can capture institutional memory to build your #legacy. #communications #operations #success

Preserving your legacy & your relationship with your children. - Apr 20, 2021

Innovative technology providing real time visibility into your properties & physical-assets.

The EstateSpace platform simplifies complex operations, modernizes the flow of communication and standardizes information for consistent results. - Apr 21, 2021

At EstateSpace we believe families & individuals should have access to modern technologies to manage all of their #physicalassets, providers and services. Our focus helps reduce risk and protect wealth #succession. #family #communication #lifestyle #legacy #success

Benefits of concierge travel advisors post covid. - Apr 22, 2021

The pandemic that has crushed so many industries has proven to be a savior to #concierge #travel. Travel advisors, have once again become highly sought after for their ability to help travelers stay safe while indulging their wanderlust. #family #luxury

Benefits of concierge travel advisors post covid. - Apr 22, 2021

The pandemic that has crushed so many industries has proven to be a savior to #concierge #travel. Travel advisors, have once again become highly sought after for their ability to help travelers stay safe while indulging their wanderlust. #family #luxury

A platform to make physical asset management simple - Apr 23, 2021

Ask almost anyone why they feel accumulating #wealth is important & they will tell you that it’s all about providing for their #family. Understanding the value of, & your ability to leverage, your #physicalassets is a key piece of your financial health.

5 SIMPLE CHANGES THAT WILL MAKE A BIG DIFFERENCE WITH YOUR ESTATE MANAGEMENT - Apr 26, 2021

A skilled #estatemanager wears many hats – overseeing staff & managing renovations or maintenance. @estate_space is the first step in addressing fragmented teams lacking clarity, with a dynamic platform centered around #communication & #information.

Why is Physical Asset Management Necessary? - Apr 27, 2021

Why is Physical Asset Management Necessary? Most #physicalassets require regular maintenance in order to retain their value. If properly maintained, they can grow in value & be an excellent way of preserving #wealth for your #family. #legacy #success

HOW FAMILIES CAN FIGURE OUT WHERE THEY CAN DO THE MOST PHILANTHROPIC GIVING WHILE STRENGTHENING THEIR OWN BONDS. - Apr 29, 2021

#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

Empowering individuals & family offices with a dynamic platform to manage all of their assets. - May 04, 2021

Take back management control with one solution that gives unmatched efficiency and accuracy.

Understand, manage, & grow your portfolio of physical assets in the same way as you do your financial assets. - May 05, 2021

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

IS IT TIME FOR A FAMILY OFFICE? - May 06, 2021

#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

ESTATESPACE TARGETING $504 TRILLION IN UNMANAGED PHYSICAL ASSETS - Jul 08, 2020

EstateSpace is making it easy for families to manage their valuable physical assets and have the same discipline around physical assets as they do for their financial assets.

EstateSpace Releases Revolutionary Platform at the FOX Family Office Technology Showcase - Aug 24, 2020

EstateSpace is excited to announce our participation in the FOX Family Office Technology Showcase. We're making it easy for family offices to build, streamline, and manage physical assets and private operations with simplicity and increased visibility.

ESTATESPACE PARTNERS WITH TAPESTRY TO PROVIDE SEAMLESS MANAGEMENT AND PROTECTION OF PHYSICAL ASSETS - Sep 28, 2020

Today, EstateSpace, is pleased to announce our latest service offering, the “Quick-Start” Advantage powered by Tapestry Associates. Enabling customers to accelerate documentation, and optimize their operational and personal service goals!

Atomicorp & EstateSpace Join Forces with RunSafe Security to Supercharge Cyber Defenses - Oct 30, 2020

RunSafe Security, the pioneer of a patented process to immunize software from cyber attacks without developer friction, today announced EstateSpace, a financial technology market innovator, as a new customer and a partnership with Atomicorp.

PIONEERS OF LIFESTYLE MANAGEMENT, ESTATESPACE TO RELEASE NEW AND IMPROVED PERSONALIZED FEATURES TO THEIR LEGACY TECH APP - May 06, 2021

EstateSpace, the world’s first legacy tech application, believes family offices should have access to modern technologies to manage all of their assets, providers and services. Our focus helps reduce risk and protect wealth succession.

Name Title Phone Bio
Jonathan Fishbeck CEO 866-533-5133
Jason Shelby VP Sales & Marketing 866-533-5133
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