EstateSpace

EstateSpace

  Phone: (+1) 866-533-5133   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

Managing Home Improvement Professionals. - May 10, 2021

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

EASY ON THE EYES: THE TREND TOWARD USING VISUALS FOR WEALTH MANAGEMENT - May 11, 2021

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.

Managing physical assets with technology. - May 13, 2021

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

Managing your physical assets can actually be the simplest aspect of your portfolio. - May 17, 2021

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.

EstateSpace is a platform to make physical asset management simple. - May 18, 2021

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

EstateSpace is a platform to make physical asset management simple. - May 18, 2021

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

Take back active ownership of complex lifestyles. - May 19, 2021

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

Finding the right lifestyle manager. - May 20, 2021

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

A Platform To Make Physical Asset Management Simple! - May 21, 2021

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

UNDERSTANDING THE TRUE VALUE OF PHYSICAL ASSETS TO PROTECT YOUR LEGACY. - May 24, 2021

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

Maximize Your Wealth. Minimize Your Risk. - May 26, 2021

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

THINKING ABOUT HIRING A LIFESTYLE MANAGER? YOU MAY ALREADY HAVE ONE! - May 27, 2021

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

See & Control All Property Assets. Bringing You A World Of Convenience! - Jun 01, 2021

Our platform facilitates communication, guaranteeing the secure sharing of sensitive information, & bringing fragmented teams together!

A Platform To Make Physical Asset Management Simple. - Jun 02, 2021

Uniting team members with easily accessible information utilizing streamlined processes to achieve consistent results

AS A COLLECTIBLE, WINE IS DELICATE & SHOULD BE INCLUDED IN THE INVENTORY OF YOUR PHYSICAL ASSETS TO BE PROPERLY MAINTAINED. - Jun 03, 2021

In previous posts we have mentioned the importance of keeping a detailed #inventory of your #physicalassets as they are part of a comprehensive #estatemanagement and/or #successionplan. When it comes to #collectibles like wine, such a catalogue can also inform your future purchases or sales. #physicalassetmanagement #wine #property #operations #business #fintech #success

Physical Assets - Know What It's Worth, How To Protect Your Investment With EstateSpace. - Jun 04, 2021

True net worth is about more than your portfolio, it’s about those physical assets, often deeply treasured assets you have inherited.

10 Estate Planning Must-Dos Before You Travel - Jun 08, 2021

No one likes to think of worst case scenarios before a trip, but there are certain estate planning documents you should have in place before you leave.

AS WITH ANY COLLECTIBLE, MAKE SURE YOUR RUG IS CATALOGED ALONG WITH THE REST OF YOUR PHYSICAL ASSETS. - Jun 10, 2021

For most people, a #rug is a way to spruce up a room, something they walk over to get from point A to point B; for others, they are a way of bringing history into the #home and an excellent #investment as well. #physicalassets #inventory #maintenance #physicalassetmanagement #productivity #wealthmanagement #successionplanning #family #legacy #success

A Platform To Make Physical Asset Management Simple. - Jun 14, 2021

See & Control Everything You Own. Bringing You A World Of Convenience!

A Platform To Make Physical Asset Management Simple. - Jun 15, 2021

Our dynamic platform facilitates communication, bringing fragmented teams together in one space.

COLLECTING RARE PLANTS IS NOT ONLY AN INVESTMENT, BUT A SERIOUS RESPONSIBILITY. - Jun 17, 2021

Collecting rare plants has become “a thing” in recent years, though it certainly became more popular during the Covid lockdown. Here are some things you should consider before starting your #collection. #assets #physicalassetmanagement #producitvity #inventory #staff #home #decor #interiordesign

COMMUNICATION ACROSS GENERATIONS. - Jun 21, 2021

A great way to communicate with someone is by tailoring your approach to figure out what works best for that specific person. Keep this in mind when you’re educating your #heirs about financial literacy – specifically their responsibilities as the future stewards of your #estate. #wealthmanagement #estatemanagement #succesion #successionplanning #family #communications #legacy #success

BENEFITS OF DIGITALLY CATALOGING YOUR STAMP COLLECTION. - Jun 24, 2021

As with any other #physicalasset #stamps can be digitally catalogued via technology – including photos & information about identifying marks, #value, & previous owners. These #solutions ensure that your #collection will be included as part of your #estate, & your #family #legacy. #inventory #appraisal #physicalassetmanagement #successionplanning #success

Enhance collaboration with a focus on Operations. - Jun 28, 2021

EstateSpace offers software & services that help individuals & family offices simplify the management of their estates.

Improve every aspect of estate management > Learn more. - Jul 13, 2021

Manage your staff, calendars, inventory, & properties - all in one place with EstateSpace

A platform to improve estate management. - Jul 19, 2021

The ultimate software solution that allows you to keep a close eye on your properties, your operations, and your financial situation.

Improve the management of estates & physical assets. - Jul 21, 2021

Build alignment among the family, the family office and the diverse network of service professionals involved in day to day operations.

BENEFITS OF DIGITALLY TRANSFORMING ESTATE MANAGEMENT. - Jul 23, 2021

If you are interested in taking a larger role in the management of your #estate, you must educate yourself on all of your holdings, including #physicalassets. The EstateSpace #platform can mean the difference between peace of mind & major logistical headaches. #estatemanagement #estatemanagers #principal #familyoffice #properties #operations #c

Improve the management of estates & physical assets. - Jul 26, 2021

Build alignment among the family & the diverse network of service professionals involved in day to day operations of your estate.

Improve the management of estates & physical assets. - Aug 09, 2021

Build alignment among the family & the diverse network of service professionals involved in day to day operations of your estate.

Improve Estate Management With EstateSpace! - Aug 11, 2021

EstateSpace bridges gaps between fragmented organizations by improving responsiveness and performance on a single platform.

Digital inventory, here’s why it’s important. - Aug 13, 2021

Many items such as artwork or automobiles need professional maintenance, that must be arranged and/supervised on a regular basis. Creating a digital #inventory of these #assets keeps them top of mind and allows you to assign their care as tasks to yourself, family or staff members. #physicalassets #physicalassetmanagement #homeinventory #business #productivity #fintech #success

Do You Know About Digital Tools For Estate Managers? - Aug 19, 2021

At EstateSpace, we are passionate about providing people with cutting edge digital tools that improve #estatemanagement & enable them to live & work with more joy & efficiency. Start simplifying how you manage your #estate today! #estatemanager #familyoffice #projectmanager #physicalassetmanagement #productivity #fintech #success

Qualities of successful estate managers. - Aug 23, 2021

An #estatemanager requires a particular set of skills, as well as a high threshold for stress. Having real time access to a #platform giving you all of your #data (#properties, #assets, documentation, etc.) in a user-friendly solution at your fingertips. Provides the support you need to work more efficiently while creating balance across the #estate, and likely more job satisfaction as well. St

The role of estate managers during renovation projects. - Aug 26, 2021

As an #estatemanager, you always need to have a broad perspective of the workings of the #property, as well as an awareness of a million little details. The same is true of each #renovation or #maintenance repair. #estatemanagement #renovation #construction #home #remodeling #productivity #success

One platform, everything you need to manage estates. - Aug 30, 2021

EstateSpace helps families and family offices manage their estates, physical assets, staff and supporting service providers.

Estate managers coordinating events, reasons why all-in-one solutions are not merely a convenience, but a necessity. - Sep 02, 2021

Planning an #event will never be void of stress, but having necessary #information one tap a way, & the ability to share it quickly & transparently, can mitigate many challenges & help #estatemanagers create an event that will be an enjoyable #success. #estatemanagement #eventplanner #projects #productivity

Project manager of an estate renovation. - Sep 10, 2021

No doubt one of the most challenging aspects of managing any #project is coordinating the #workflow. In the case of home #renovations it begins long before anyone breaks ground, with the choosing of the right people to do the work. #projectmanager #estatemanager #estatemanagement #operations #productivity #fintech #success

One platform, everything you need to manage estates. - Sep 14, 2021

EstateSpace helps families and family offices manage their estates, physical assets, staff and supporting service providers.

Document management for estate operations. - Sep 16, 2021

Information may be the most valuable commodity of our time, but only if it is accurate & actionable. When you have real-time #information managers, principals & trusted vendors can interface around everything from major home renovations to regular #maintenance and #workflows. #estatemanagement #estatemanager #familyoffice #operations #productivity #fintech #success

One platform, everything you need to manage estates. - Sep 22, 2021

The EstateSpace #platform gives you & your #family & service providers the ability to have the same control around #physicalassets as you do for your #financialassets. When you understand the #value of, and your ability to leverage, the #physicalassets, you will be able to start building real security, not only for your children, but for their families as well. #physicalassetmanagement #estat

3 Benefits Of Automating Estate Workflows. - Sep 24, 2021

If you’re like most #estatemanagers, the drive to achieve consistent results is what gets you out of bed in the morning. You also know that you don’t do this alone, but in #collaboration with others. EstateSpace not only makes your #process more efficient; we also help you build a more cohesive, satisfied team with automating #estate #workflows that provides everyone with the #information they nee

Estate Management Simplified. - Sep 29, 2021

EstateSpace helps families and family offices manage their estates, physical assets, staff and supporting service providers.

One platform, everything you need to manage estates! - Oct 04, 2021

Start simplifying how you manage your estate today!

Skills you need to employ in your role as estate manager. - Oct 07, 2021

If someone asked you about the #skills you need to employ in your role as #estatemanager, being organized would undoubtedly top the list. {{linkedin_mention(urn:li:organization:28462382|EstateSpace)}} is an elegant, simple, and highly effective way to leverage your skills by allowing you to focus on the daily #tasks while remaining in alignment with the overall vision. #estatemanagement #proper

One platform, everything you need to manage estates. - Oct 12, 2021

Implement best practice workflows and execute day-to-day operations of estates.

Improve your project delivery with workflow solutions. - Oct 14, 2021

Have you ever felt like you spend so much of your day dealing with minutiae that you have precious little time for the “real” work? {{linkedin_mention(urn:li:organization:28462382|EstateSpace)}}'s #workflow solutions help you create simple, repeatable processes that streamline critical, time-consuming #tasks so you can increase efficiency. #workflowmanagement #projectmanagement #estatemanagemen

One platform, everything you need to manage estates. - Oct 19, 2021

EstateSpace helps families and family offices manage their estates, physical assets, staff and supporting service providers.

Your resource to improve estate management. - Oct 27, 2021

EstateSpace helps families & family offices manage their estates, physical assets, staff & supporting service providers.

Property event planning advantages with technology. - Oct 29, 2021

The #holiday season is fast approaching, and if you are an #estatemanager there is a good chance your to-do list includes the planning of dinner parties or fundraising galas on the property. Here is how #technology, particularly all-in-one solutions, can help ensure that your #property event planning comes off without a hitch. #estatemanagement #propertymanagement #operations #project #communic

Your resource to improve estate management. - Nov 02, 2021

Start simplifying how you manage your estate today!

Using technology to create balance across your estate. - Nov 04, 2021

If you are interested in taking a larger role in the #management of your #wealth, you must educate yourself on all of your holdings, including #physicalassets. Doesn’t it make sense to use every #tool at your disposal? #estatemanagement #familyoffice #family #property #assets #physicalassetmanagement #fintech #success

Did you know there are project management platforms tailored for estate managers? - Nov 16, 2021

If your are an #estatemanager there are #projectmanagement #platforms that are a game-changer, empowering you to expand your #business and manage #properties already under your care more efficiently, while making your #life – and the lives of their owners – a whole lot easier. #estatemanagement #propertymanagement #familyoffice #operations #communications #fintech #success

Tips on how to be a property manager your clients will be thankful for. - Dec 09, 2021

For #propertymanagers, while you’re always responsible for safeguarding your client’s #property, extra diligence is needed during the holiday season. Employing an all-in-one #solution such as {{linkedin_mention(urn:li:organization:28462382|EstateSpace)}} that allows you to balance regular #workflows with the bigger picture, whether you are managing one or many homes for a handful of select clients

Jonathan Fishbeck of EstateSpace: 5 Things You Need To Know To Create a Successful App or SaaS - Jan 04, 2022

Check out our CEO Jonathan B Fishbeck's recent interview with |Authority Magazine's Tyler Gallagher, on how EstateSpace is providing individuals & #familyoffices a #platform to simplify #estatemanagement and bespoke #lifestyle management for more owners.

Estate Management. Simplified. - Jan 10, 2022

EstateSpace helps families and family offices manage their estates, physical assets, staff and supporting service providers.

Household organization tips to improve productivity. - Jan 13, 2022

There are many proven benefits, both mental and physical, to household organization. That said, this can be a daunting endeavor, bringing up issues of #timemanagement and attachment to “stuff.” Here are some tips with #householdorganization to minimizing the discomfort and maximizing the gains. #privateservice #estatemanagement #familyofficeservices #howto #organize #productivity #tech #success

Estate Management. Simplified. - Jan 18, 2022

EstateSpace helps families and family offices manage their estates, physical assets, staff and supporting service providers. #estatemanagers #familyoffice #propertymanagers #estatemanagement

How technology is improving estate management. - Jan 20, 2022

It’s safe to say that if you’re managing a large #estate, your client & their #family are extremely busy people who do not have the time or energy to devote to running their home. Upgrading your technology can revolutionize the way you do your job along with improving #estatemanagement and make your life, as well as those of your clients, much smoother. #estatemanagers #familyoffice #lifestylem

Improving estate management with technology. - Jan 27, 2022

If you’re an estate manager, you know that “manager” doesn’t just pertain to your oversight of the #property, but the #household staff, gardeners, vendors, and so on. If you find yourself picking up the slack and having far too many uncomfortable conversations, it’s time to up your team’s game with an all-in-one #platform.   Start today with a free trial! #estatemanagers #estatemanagement #

Benefits of household technology in conjunction with your family office. - Feb 03, 2022

Estate managers & family offices are increasingly looking to adopt #householdtechnology in order to improve the management of their #estates & properties. By having access to real-time information, they can make better decisions about how to allocate resources & respond to maintenance requests. Are you ready to level up your workflow? #estatemanagers #familyoffice #estatemanagement #proper

Estate management software for remodel or renovation projects. - Feb 10, 2022

Managing the renovation of an #estate can be an exciting endeavor that requires you to draw on your creative, organizational, & interpersonal skills. It will also always have its challenges – everything from unexpected weather events & faulty equipment to different personalities & temperaments. {{linkedin_mention(urn:li:organization:28462382|EstateSpace)}} can help you juggle all the moving parts

Estate Management. Simplified. - Feb 15, 2022

Start simplifying how you manage your estate today!

A new way to think about improving your estate communications. - Feb 17, 2022

Any time we are involved in a collaborative effort, the ability to envision the end #goal & the steps it will take to get there is key to #success. The good news is that while #technology has made #communication more challenging, there are also digital tools, such as {{linkedin_mention(urn:li:organization:28462382|EstateSpace)}} that can assist with improving your #estate communications. #estat

Dynamic platforms supporting the monetization of properties. - Feb 24, 2022

If you’re serious about earning money from your #property, EstateSpace can help you provide stellar service while maintaining your sanity. Take your organizational skills to next level so you can maintain balance & boundaries while building an income & perhaps even a new career. #propertymanagement #propertymanagers #residential #land #estatemanagement #estatemanagers #familyoffice #fintech #su

Estate Management. Simplified. - Feb 28, 2022

We help you simplify how you manage people, process, and strategy.

Benefits of a single platform for multiple home management. - Mar 03, 2022

There are many benefits to using one platform to manage multiple homes. EstateSpace can help managers save time & eliminate the need to switch between different applications or websites. #homemanagement #estatemanagers #familyoffice #freetrial

Estate Management. Simplified. - Mar 07, 2022

One platform, everything you need to manage estates

How can property management platforms increase efficiency? - Mar 10, 2022

Are you looking for software to manage your estate operations efficiently? Look no further than our affordable and easy-to-use platform! EstateSpace is designed to help you manage your estate with ease.

A New Way to Think About What Is Private Wealth Management. - Mar 17, 2022

The estate and property management industry is facing a unique set of challenges that need to be addressed with innovative technology. It involves implementing the plan using a complete solution.

Benefits of estate management platforms for family offices. - Mar 25, 2022

A family office can help you manage your estate and all its complexities. EstateSpace provides the single solution you need to make the process simpler & more efficient. Contact us today to learn more about how we can help you!

Estate Management. Simplified. - Mar 28, 2022

One platform, everything you need to manage estates!

How are you managing physical assets for an estate? - Mar 31, 2022

The goal of EstateSpace is to enhance operations, streamline processes, & improve estate management. This includes the buildings, grounds, & infrastructure. It also includes things like furniture, fixtures, & equipment.

Estate management software to simplify how you manage people, process, and strategy. - Apr 08, 2022

If you’re managing an estate, you know that providing comfort for your clients is no small feat. In fact, it is like running a small business, requiring not only the right team but a carefully designed & well-executed plan. Here are some ways having an estate management software like EstateSpace can help you improve how you manage people, process, & strategy. Contact us today to learn more!

Upleveling Estate Management with EstateSpace. - Apr 18, 2022

Are you an estate manager who struggles to keep track of everything? Do you wish there was a platform tailored specifically for you? Look no further than our estate management software! EstateSpace improves the management of homes, inventory & workflows. We help you proactively manage your people & process. One platform, everything you need to manage estates. Start simplifying how you manage yo

Value Of A Digital House Manual For Estate Managers. - Apr 29, 2022

An estate manager is in many ways like the head of a company. They are directly involved in the hiring of full-time staff members, managing budgets & special projects such as renovations. Utilizing all-in-one platforms like EstateSpace can help you compile, organize, & access data so you can streamline administrative tasks and run the household like a well-oiled machine.

Choosing Estate Management Software. - May 09, 2022

If you’re an estate manager working exclusively with one or two families, there are factors to consider when choosing estate management software. Here are some ways in which all-in-one platforms like EstateSpace provide an experience that is collaborative, efficient, & even enjoyable. Get started today with a free trial!

Estate Management Software For Hands-Off Principals. - May 12, 2022

One of the most important aspects of estate management is managing the people who live on the estate. Many estate managers are upping their game by choosing estate management software for hands-off principals that simplify workflows & streamlines communication with the staff & vendors servicing the properties. Start simplifying how you manage your #estate today with EstateSpace!

One platform, everything you need to manage estates. - May 16, 2022

Start simplifying how you manage your #workflow today with a free trial!

Estate management software for vendors and subcontractors. - May 19, 2022

Estate management software is revolutionizing the estate management ecosystem, so it’s only a matter of time before even the most tech-averse embrace it – and be happy they did. But what do you do when the principal is too busy to collaborate and vendors’ and subcontractors’ idea of cutting-edge technology is the flip phone?

Estate Management. Simplified. - May 23, 2022

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

Estate Management. Simplified. - May 31, 2022

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

Paper to Platform to Practice with Estate Management Software. - Jun 02, 2022

Getting your estate in order will take some effort, but it is far outweighed by the benefits – improved organization & efficiency, easier access to important #data, reduction in manual tasks, which can lead to time savings. EstateSpace empowers you with real-time knowledge to make decisions while maximizing your relationships with those on your team. Start improving how you manage your estate t

Estate Management. Simplified. - Jun 10, 2022

We provide a single source of truth to improve how you manage people, properties, assets & workflows.

Estate Management. Simplified! - Jun 16, 2022

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.

Tips for a Successful Remodeling Project. - Jun 21, 2022

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

Avoiding frustrations in private estate construction. - Jun 28, 2022

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.

Improve communication with estate management software. - Jul 07, 2022

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

Estate Management Simplified - Jul 12, 2022

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

Estate Management is Stress Management. - Jul 14, 2022

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.

Managing the Day-to-Day with estate management software. - Jul 21, 2022

Our day-to-day can be overwhelming, & not just because of the big-ticket items like work projects & fitness regimens. In fact, it’s often the endless, cumulative minutiae that rob us of time & energy. Managing the day-to-day with EstateSpace, it becomes less of a juggling act & more of flow, allowing you to carve out time to relax & enjoy the people & things you care about most.

Three Tips for Managing Multiple Properties. - Jul 28, 2022

Being a property manager is probably one of the most challenging careers out there. It requires the patience of a saint, the juggling skills of a circus performer, & the stamina of a professional athlete. Here are a few foundational things you can put in place for managing multiple properties that will help you excel at your job & keep your sanity.

How are you managing physical assets for an estate? - Aug 02, 2022

There are various ways to improve physical asset management. One way is by using estate management software. This type of solution can help managers keep track of assets, schedule repairs & maintenance, & generate reports. This includes the buildings, grounds, & infrastructure. It also includes things like appliances, lighting & plumbing fixtures, & equipment. EstateSpace empowers you with real-ti

Managing the lives of UHNW individuals. - Aug 04, 2022

Estate management is like any other career – to get to the top you must work tirelessly to cultivate new skills & hone those you already have. That said, if you have the organizational skills, the stamina, and a passion for learning, supported with the right tools like EstateSpace you can improve how you manage estates, physical assets, staff & supporting service providers.

Duties of a personal assistant. - Aug 11, 2022

The duties of a personal assistant are as varied as their clients, and oftentimes become more defined as trust builds between the two. For this reason, many people & businesses are turning to all-in-one platforms such as EstateSpace, that a provide an operational hub for daily tasks & large projects, increasing your efficiency while reducing drama so you can focus on the things & relationships tha

EstateSpace your own personal assistant app. - Aug 18, 2022

Most people can say that their work experience largely depends on who they work for, but this is especially true of a personal assistant. You are privy to almost every aspect of your employer’s life and, for better or worse, you see the private person behind the face they present to the world. If you have this job, you already have incredible organizational skills, the flexibility to shift gears o

Hiring a housekeeper. Here are some things to think about. - Aug 25, 2022

Hiring a housekeeper or a cleaning service may seem like the ultimate luxury for many of us. But your time is worth money, & the time you spend scrubbing the kitchen floor might be more profitably, not to mention more enjoyably, spent elsewhere. If you're wondering what a professional housekeeper can do for you, if it's worth it, what the cost is to hire one, and if you can afford it, you're not a

Estate management software to enhance team productivity. - Sep 13, 2022

There is an anonymous saying that “Teamwork divides the task & doubles the success,” & we see evidence in this in nearly every endeavor – be it a DYI renovation; a film or stage production; or the roll-out of a new product from a multinational corporation. That said, there are different types of teams, each with its own purpose & value, & with utilizing estate management software to enhance team p

Estate Management. Simplified. - Sep 16, 2022

With individuals, family offices, and a network of service providers on one platform – EstateSpace is breaking the mold of how estates operate.

Benefits Of Technology For Estate Management. - Sep 20, 2022

Technology has given every business the power to increase productivity, instantaneously transfer data, & communicate globally 24/7. Although the private service industry has been labeled "slow to adopt," estate managers have grabbed hold of the opportunities technology has afforded them in order to provide more value to clients & increase the efficiency of estate management. Simplify estate man

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.

EstateSpace Launches Exciting New Features To Simplify Estate Management, Plus 1-Month Free Trial For ALL New Members - May 03, 2022

EstateSpace Launches Exciting New Features To Simplify Estate Management, Plus 1-Month Free Trial For ALL New Members

EstateSpace Launches Exciting New Features To Simplify Estate Management, Plus 1-Month Free Trial For ALL New Members - May 03, 2022

EstateSpace Launches Exciting New Features To Simplify Estate Management, Plus 1-Month Free Trial For ALL New Members

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