Meet Lily AI for Physical Assets
Every physical asset on one system. The way your financial assets already are.
Homes, art, vehicles, collections, and the vendors and projects around them, on one system of record.
Principals, family offices, and the managers they rely on, all working from the same source of truth.
Your financial assets have a system. Your physical ones don't.
Wealth management solved the financial side decades ago.
The physical side, often the larger number, never got the same treatment.
Homes, art, vehicles, and projects still run on spreadsheets and memory.
When a key person leaves, the knowledge leaves too.
EstateSpace closes the gap. Physical asset management, built for private estates.
Meet Lily, AI for Physical Assets
Lily is your AI partner inside EstateSpace. She does the heavy lifting of setup, organization, and retrieval, so your team spends less time on data entry and more time running the estate. You stay in control of every decision.
Where EstateSpace Is HeadedLily is the start. These agents are what comes next.
A look at where Lily is going next.
What you have
Structured by Lily
Built for the whole team behind every estate.
Principals, family offices, and the managers they rely on,
all working from one shared record of the estate.
Family Offices
Run the physical side like the financial side.
One system of record for every property, asset, and vendor, with the same visibility and control your financial holdings already have.
Asset & Estate Managers
Nothing slips through the cracks.
Every task, vendor, and request in one place across the estates you run. You stay in control and show your value without digging for it.
Principals & Owners
See everything you own at a glance.
A clear view of each property and asset, its value, its coverage, and who is responsible. Oversight that never lives in one person's head.
Why teams switch to EstateSpace.
The AI system of record for the physical side of wealth.
One source of truth
Operations, accounting, and leadership work from the same record, not scattered across spreadsheets and inboxes.
Less administrative drag
Standardize the routine work across every property and asset, so the team spends less time chasing and reconciling.
Full lifecycle visibility
See every asset from acquisition through ownership to transition, with the full history behind it.
Testimonials
“EstateSpace has simplified the way we manage our complex assets. It centralizes everything—documents, communication, and oversight—into one easy-to-use platform. The increased visibility and organization have saved us time, reduced stress, and helped us operate with more confidence and efficiency than ever before.”
Steve Clarke
RFA Single Family Office
“Whether you manage a small home or a large estate, EstateSpace is a game-changer. Even in the early stages, I can see its potential for streamlining and organizing everything in one place. Their team offers incredible support, weekly Zooms, and real motivation to stay on track. Since implementing EstateSpace, we’ve simplified the way we manage our physical assets and centralized our operation. I’m excited to keep building with them!”
Iga Pawlowska
Whitebay Single Family Office
“EstateSpace transformed how we manage luxury residential projects. Before, I was juggling spreadsheets, email chains, and multiple vendor platforms just to track one renovation. Now everything’s in one place… We’ve cut project admin time by 40% and our clients love the real-time visibility.”
Kevin Knobloch
Management Consultant
Built for the security standards
your clients demand.
Frictionless
- Live in minutes, not months
- We handle your data migration
- Your workflows, one unified platform
Security
- SOC 2 Type I & II certified
- HIPAA compliant
- ISAE 3402 audited
- GDPR compliant
- Encryption and full audit logs
Support
- Dedicated success manager
- 24/7 support including live call line
- Ongoing training for your entire team
Starter
$340
Monthly
Switch to annual to get 10% off
- Includes 10 users
- All platform features included
- Unlimited properties & assets
- Data import services included
- Dedicated Account Manager
- Custom training & onboarding
- 14 day free-trial
Professional
$870
Monthly
Switch to annual to get 15% off
- Includes 30 users
- Everything in Starter
- 14 day free-trial
Most popular
Enterprise
$1,100
Monthly
Switch to annual to get 20% off
- Includes 50 users
- Everything in Professional
-
Data Migration Services
(billed separately) - 14 day free-trial
Starter
$3,672
- Includes 10 users
- All platform features included
- Unlimited properties & assets
- Data import services included
- Dedicated Account Manager
- Custom training & onboarding
- 14 day free-trial
Professional
$8,874
- Includes 30 users
- Everything in Starter
- 14 day free-trial
Most popular
Enterprise
$10,560
- Includes 50 users
- Everything in Professional
-
Data Migration Services
(billed separately) - 14 day free-trial
All plans include a one-year commitment and 14-day free trial.
Frequently Asked Questions
Is EstateSpace right for my organization?
EstateSpace is built for professionals managing complex physical assets. If your team is a family office, estate management firm, or financial advisory practice overseeing real estate, collections, vehicles, or facilities, the platform adapts to your workflow. It also fits PE firms, wealth managers, insurers, and banks managing physical holdings.
What kinds of physical assets can EstateSpace manage?
Real estate, art and collections, vehicles, vessels, aircraft, and the equipment that supports them, along with the vendors, documents, and maintenance history tied to each. If it is a physical asset that needs to be tracked, maintained, and accounted for, it belongs in EstateSpace.
Who on my team uses EstateSpace?
Everyone with a stake in the estate, each with their own view. Principals and owners get high-level oversight. Family offices and estate managers run the day-to-day. Advisors, staff, and vendors get role-based access to exactly what they need, and nothing they do not.
How does AI actually work inside EstateSpace?
Our AI agent, Lily, handles the heavy lifting of onboarding. She imports, organizes, and enriches your data, then prepares every asset for management. From there, Lily flags the tasks that keep each asset current, so your team works from one clear, up-to-date record instead of scattered files.
Does EstateSpace replace our existing tools?
EstateSpace replaces the scattered tools your team uses for tasks, inventory, maintenance, and scheduling. It is not a replacement for your accounting software. It is the management layer that gives both operations and accounting a shared view of your physical assets.
How reliable is the data in EstateSpace?
Your data is only as reliable as its source, so EstateSpace keeps everything in one verified record instead of scattered spreadsheets. Imports are structured and reviewable, every change is logged, and your team controls what enters the system. The result is one source of truth you can stand behind.
How does EstateSpace handle data security and confidentiality?
Your data stays private and is never shared or used to train AI models. EstateSpace meets the highest security standards: SOC 2 Type I & II, ISAE 3402, HIPAA, and GDPR.
How long does it take to get up and running?
Most teams are live within days, not months. AI handles the heavy lifting of importing and structuring your existing data, and every account includes a dedicated success manager for onboarding.