Solutions that empower people to be stewards of their lives and legacies.

Entrepreneur, author and thought leader Jim Rohm once said, “Time is more valuable than money. You can get more money, but you cannot get more time.”   These are wise words, and technically true. However, while we cannot “get” more time, we can “make” more of it with the right guidance. At EstateSpace, we are passionate about providing people with cutting edge digital tools that streamline daily tasks and enable them to live and work with more joy and efficiency.   Recently, EstateSpace was named a finalist for the Family Wealth Report Awards.  To be recognized for one’s work, especially work they are so passionate about, is the highest honor. In this case, it also reaffirms the need for solutions that empower people to be stewards of their lives, assets, and legacies. We know we are measured by our…

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Did You Know: there are property management solutions that allow you to perform several tasks with just a few taps of the screen?

Few professions require you to wear as many hats or juggle as many tasks as property management. A typical day may consist of meeting with architects and contractors about renovations in the morning; looking for an arborist to remove a downed tree in the afternoon; and fielding complaints from tenants throughout. And that’s when things are running smoothly.  You also have to serve as the collections agent when the rent is due; sheriff when someone needs to be served an eviction notice; peacemaker when negotiating between warring tenants; and crisis manager after a significant storm. It’s enough to make you wonder how anyone ever did this job before smart phones and tablets. Clearly, property management is not for the faint of heart, but for those who thrive on a fast-pace and a fair amount of chaos, not to mention…

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5 Simple Changes That Will Make a Big Difference with Your Estate Management

In some ways, managing one’s estate is a lot like managing anything else life  – some people will be tempted to oversee every detail (i.e. checking in with their household staff several times a day regarding everything from mundane tasks to the preparations for a dinner party), while others may all but abdicate their role as principal and rely too heavily on their financial advisors. (Still others do both!)  The first robs you of valuable time (and likely causes a lot of aggravation for you and those in your employ), and the second robs you of knowledge and therefore agency over your holdings.  The key is to strike a balance that allows you to enjoy your wealth in the now while maintaining and growing it for the future.  If you are already seeing all the moving parts dancing in…

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