SaaS Founder Interview: Jonathan Fishbeck

Jonathan Fishbeck is CEO and Founder at EstateSpace, a cloud-based property & lifestyle management solution that offers five major advantages over old software and filing systems – instant communication, location-independent accessibility, task automation, data analytics, and secure data backup. https://youtu.be/78y16Pbkm6g

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Creating a holistic estate plan that reflects your priorities and maintains your wealth for generations to come.

As a seasoned financial advisor, you know your work is about so much more than monitoring the stock market. It all starts with that first meeting with the client – you don’t just ask for information in dollars and cents, but details about their work, the intricacies of their family dynamics, and their vision for their legacy. As you get to know them and their unique situation, you realize that in addition to offering your financial knowledge you are also serving as therapist, confidante, and fortune-teller, helping them navigate present and future challenges and holding them accountable for their decisions. This multifaceted relationship is what makes it possible for you to create a holistic estate plan that reflects their priorities and protects them from everything from tax burdens to the dissolutions of partnerships. As time goes on, however, you…

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Pioneers Of Estate Management, EstateSpace To Release New And Improved Personalized Features To Their Legacy Tech App

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. Read more

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