Read more about the article Optimize Your Property & Asset Performance with Preventative Maintenance.

Optimize Your Property & Asset Performance with Preventative Maintenance.

In uncertain economic times, finding ways to save money is more important than ever. And when you think of your assets of value, you may think of investments – stocks, bonds, or trusts. But there is another type of asset to consider: non-financial assets such as properties, art, cars, jewelry, and appliances. These non-financial assets don't always come to mind, but they actually hold quite a bit of value. Plus, they are often essential components in everyday life and must be adequately maintained for optimal performance. Because when these assets are not functioning at their best, it can cost you in the form of repair bills and lost time - not to mention the potential danger of faulty appliances or vehicles. Preventative maintenance is essential - helping you extend your assets' life and save money in the long run.…

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Read more about the article How are you managing physical assets for an estate?

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 family offices and other experts on matters ranging from changing tax laws to socially conscious investing and succession planning. However, the aspect of estate management they often the most need help with is also the one they tend to neglect: their physical assets. How are you managing physical assets for an estate? This goes far beyond their homes to include items packed away in their basements and offsite storage units, all of which are part of their portfolio and can have an enormous impact on net worth. Here are some ways in which family offices can improve the management of an estate or property, and how all-in-one digital tools can help them do it.…

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Read more about the article Using technology to create balance across your estate.

Using technology to create balance across your estate.

Whenever a new piece of technology is introduced, there are always people who, at first, refuse to use it. They find it intrusive and may even feel they will be losing something else (i.e. human connection) in the process.  It’s easy to imagine the pushback when telephones first became available in the home – “Who wants to hear all that ringing?”  These holdouts changed their tune, however, when they realized they could get news from loved ones across the country in minutes, rather than waiting for a letter. Nowadays, we can’t conceive of waiting at home for a call or not being able to text when we’re running late.   Indeed, the ability to run our lives from our devices has become integral to keeping the world moving. If we think covid made daily life tough, imagine what it…

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