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 is running efficiently. With the advent of technology, estate management software like EstateSpace is becoming increasingly popular among estate managers as an all-in-one solution to streamline operations. In this article, we explore how EstateSpace can simplify communication, data tracking, and activity organization, making estate management more manageable and efficient. Despite the increasingly blurred lines between personal and professional lives, people still like to think of their home – even if they happen to work from it – as a space where they can relax and recharge away from their business and the busyness of the world. If you’re managing a large estate, however, you know that providing comfort for your clients is no small…

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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 Benefits of estate management platforms for family offices.
Aerial birds eye image of the frame of a house being built on a construction site at sunset - Wooden floor and walls are visible

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 our best customer.” Those words, which sounded revolutionary and enlightened at the time, are today considered the way of the world. The internet has largely leveled the playing field with regard to the access of information, and as a result most people want (and view as their right) to be fully informed about the services and products they invest in. On the flip side, providers recognize that educating their clients leads to smoother transactions and more satisfaction all the way around. This includes complex matters that used to be considered above the heads of laypersons, such as medical procedures and finances.  Recently we discussed the growing trend of principals taking greater control of their…

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