Easy on the Eyes: The Trend Toward Using Visuals for Wealth Management

There is no question that our society is becoming increasingly visual. When we click on a link to a story, we are just as likely to find a video as a written article, and emojis have become an efficient and surprisingly acceptable replacement for words, even in some business circles. The rise of Instagram indicates a preference to look at a pic and a short caption rather than a lengthy post. In our busy world, where we spend so much time staring at screens, visuals alleviate some of the mental fatigue and provide a quick way to download information.   The use of visuals has also become the latest trend in estate planning.  According to a recent New York Times article, financial planners are now using diagrams and flowcharts to create a detailed picture of one’s assets, and their…

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EstateSpace Releases Revolutionary Platform At The FOX Family Office Technology Showcase

EstateSpace is excited to announce our participation in the FOX Family Office Technology Showcase. By teaming up with the Family Office Exchange, we’re making it easy for family offices to build, streamline, and manage physical assets and private operations with simplicity and increased visibility. Read more

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