The Physical AUM Intelligence Blog
Preventative Maintenance Estate Management Reduces Costs
October 23, 2025
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Preventative Estate Maintenance: How Efficiency Saves Money and Protects Assets Effective preventative maintenance estate management can be the difference between a $500 HVAC service call and a $15,000 emergency
Property Assessment Guide | Safety & Maintenance
Jason Shelby
February 8, 2024
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AI Estate Management for Family Offices
Jason Shelby
February 2, 2024
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Beyond Traditional Estate Operations: How Top-Tier Families Manage Physical Asset Risk When you’re responsible for managing hundreds of millions in physical assets, AI estate
Family Office Software Solutions: Transform Wealth Management
Jason Shelby
January 19, 2024
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Preventive Maintenance Checklist for Estate Managers
Jason Shelby
January 12, 2024
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The 3 AM Call That Changed Everything It was 3:17 AM when Sarah’s phone rang. The heating system at the family’s Hamptons estate had