The Physical AUM Intelligence Blog
Asset Intelligence Solves Complex Management
Jason Shelby
May 1, 2025
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Managing complex physical assets shouldn’t be overwhelming—yet for too long, it has been. With billions lost annually to inefficiencies and outdated processes, those responsible for
Building Repeatable Systems for Estate Teams
Jason Shelby
April 25, 2025
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When a key team member suddenly departs, taking years of undocumented knowledge with them… When an emergency repair costs triple what preventative maintenance would have…
Asset Project Management: Simplify Complex Holdings
Jason Shelby
April 17, 2025
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Effective asset project management is essential when handling complex holdings for UHNW individuals or families. The challenges aren’t just obstacles—they’re the daily reality. From coordinating
AI-Driven Insights for Asset Optimization
Jason Shelby
April 9, 2025
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Transforming Wealth Management Beyond Spreadsheets When millions of dollars in physical assets are at stake, effective asset optimization isn’t just desirable—it’s essential. Whether you’re