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.

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.

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