The Physical AUM Intelligence Blog
AI Estate Management Workflows
Jason Shelby
October 9, 2025
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AI Estate Management Workflows Are Changing How Family Offices Operate Managing properties, collections, and high-value assets through AI estate management workflows eliminates the chaos
Physical Asset Risk Management for Family Offices
Jason Shelby
September 4, 2025
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When disaster strikes high-value properties, family offices face a critical challenge. The biggest problem isn’t the damage itself. Instead, it’s the complex physical asset risk
Predictive Asset Maintenance for High-Value Portfolios
Jason Shelby
August 21, 2025
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The call every risk manager dreads: “We have an insurance claim denial.” Last month, a family office faced a $280,000 claim rejection when their insurer
Estate Asset Tracking Platform: AI-Powered Portfolio Management
Jason Shelby
August 7, 2025
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Managing high-value estate portfolios requires precision, transparency, and real-time visibility across diverse asset classes. Modern estate asset tracking has become essential as today’s family offices