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…

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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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Estate Management Best Practices

Estate management best practices don't have to be complicated. You're already juggling complex portfolios, market analysis, and client expectations. The last thing you need is another overwhelming system to learn.   But here's what's interesting: the asset managers who seem to effortlessly handle larger portfolios aren't necessarily working harder. They've simply adopted a few key practices that eliminate the chaos and create predictable systems.   The Management Trap You Know Too Well   Picture this: you're managing multiple high-value estates, and your phone won't stop buzzing. One client wants an update on their property's maintenance status. Another needs immediate answers about their art collection's insurance coverage. Meanwhile, you're stuck playing phone tag with property managers across three different time zones.   Sound exhausting? You're not alone.   Here's the reality most asset managers face: estate management often feels like…

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