Revolutionizing Estate Management with Technology

It’s safe to say that if you’re managing a large estate, your client and their family are extremely busy people who do not have the time or energy to devote to running their home. In addition to juggling work and school schedules, they may also entertain regularly – holding large dinner parties, business events and fundraisers – and travel quite a bit, often on short notice. They need assistance with all of it, and even if they have other people working for them much of the responsibility falls on your shoulders; this, in addition to managing the rest of the household staff. Upgrading your technology, for example, with an all-in-one solution, can revolutionize the way you do your job along with improving estate management and make your life, as well as those of your clients, much smoother. If you’ve…

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5 Things You Need To Know To Create a Successful App or SaaS.

Check out our CEO Jonathan B Fishbeck's recent interview with Authority Magazine's Tyler Gallagher, on how EstateSpace is providing individuals & family offices a platform to simplify estate management and bespoke lifestyle management for more owners. "Start with the end in mind, stay focused & never give up. Many journeys end in a place you might have never expected at the start. Keep an open mind, listen & be the culture. Find your why and the what, how, when, who will all fall into place." Aspart of my series about the “5 Things You Need To Know To Create a Successful App or SaaS”, I had the pleasure of interviewing Jonathan B Fishbeck. Jonathan B Fishbeck is the Founder and CEO of EstateSpace, providing individuals and family offices a platform to simplify estate management and bespoke lifestyle management for…

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Benefits Of Digitally Transforming Estate Management.

If you’re like many people, you want to take more control of your estate management, rather than solely relying on professionals. To do so, however, requires more than learning about stock portfolios and trusts; you must also have an understanding of the true value of your physical holdings – from homes, boats and other “big ticket” items to long-forgotten trinkets in the attic or basement. You may find junk there, you may discover a priceless family heirloom; either way, you will gain the most important tool in your financial arsenal: knowledge. Digital tools empower you to utilize that knowledge, not just for more financial security but a more streamlined lifestyle as well.   If you’re already feeling overwhelmed at the thought, know this: taking that initial inventory is, by far, the most arduous step in the process. Once you…

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