Every Property. Every Detail.
You manage properties, vendors, staff, and maintenance across complex portfolios. EstateSpace handles the tracking, documentation, and coordination so your team stays focused on delivering service, not chasing details.
More time delivering service. Less time in spreadsheets.
Trusted by family offices and asset managers
The Daily Reality
Ops Overload
Your team spends more time searching for information than acting on it. Digging through emails, texts, spreadsheets, and shared drives just to find the answer to a simple question. Every new property makes it worse.
Service Gaps
Different properties run different ways. Different team members tracking things in different places. When the principal expects consistent, high-touch service across every property, the cracks show fast.
No Proof
The work gets done but the owner never sees the full picture. No way to show every task completed, every vendor managed, every dollar spent across their properties. Your team’s effort stays invisible.
How Teams Use EstateSpace
How EstateSpace Works
Inventory
Catalog every client’s properties, assets, vendors, and documents in one platform. AI structures everything automatically. Live in days, not months.
Manage
Tasks, maintenance, scheduling, vendor coordination, and service requests in one place. Your team delivers consistent, white-glove oversight across every property.
Report
Give every client and their advisors real-time visibility into their portfolio. The documentation and governance they expect, without the manual work.
Deliver the Standard Your Clients Expect
Private Service
Service requests, lifestyle coordination, and family preferences tracked and accessible to your entire team.
Stewardship
Full asset lifecycle documentation from acquisition through transition. Nothing lives in someone's head.
Governance
Audit trails, vendor accountability, and reporting that meets the oversight standards your clients and their advisors demand.
Continuity
Every property detail, vendor relationship, and maintenance history in one place. When a team member transitions, the knowledge stays.
Built for Your Entire Team
Owners & Principals
High-level portfolio visibility, service requests, and oversight from any device.
Estate Managers
Day-to-day operations, vendor coordination, and task management.
Property Managers
Maintenance scheduling, work orders, and on-site coordination.
Executive Assistants
Calendar management, travel coordination, and scheduling across properties.
See EstateSpace Intelligence in Action
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
- MFA and device verification
- Cybersecurity
Support
- Dedicated success manager through full rollout
- 24/7 support including live call line
- Ongoing training for your entire team
Investment
Simple, Predictable Pricing
Transparent pricing that scales with your team. All plans include full platform features.
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
All plans include a one-year commitment and 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