The Physical AUM Intelligence Blog
Estate Maintenance Cost Control: Data-Driven Strategies
We’ve all been there—staring at a maintenance invoice that makes your stomach drop. Whether it’s discovering water damage from a seemingly minor roof leak or watching a simple electrical issue
Estate management software to simplify how you manage people, process, and strategy.
Managing an estate can be a daunting task, as it involves juggling multiple responsibilities, from coordinating staff to managing vendors and ensuring the property
How are you managing physical assets for an estate?
As we’ve discussed in previous posts, people are trending toward taking greater control of their own estates. Yet, the vast majority still seek guidance from
Benefits of estate management platforms for family offices.
Anyone of TV-watching age in the 1980s remembers the commercial for clothing giant Syms, featuring CEO Sy Syms himself. “An educated consumer,” he said, “is
A New Way to Think About What Is Private Wealth Management.
Historically, people who achieved a certain level of success have turned to financial advisors to manage every aspect of their estate – including investments, philanthropic
