Read more about the article A New Way to Think About What Is Private Wealth Management.

A New Way to Think About What Is Private Wealth Management.

Historically, people who achieved a certain level of success have turned to financial advisors to manage every aspect of their estate  – including investments, philanthropic efforts, and succession planning. In recent years, however, shifting attitudes about wealth coupled with the availability of data has led many principals to become more interested in, and empowered about, handling their own affairs in understanding what is private wealth management. Instead of engaging a financial as a matter of course, they may take the time to weigh the various factors before making a decision. One of the obvious cons is the expense. Comprehensive services are typically reserved for those of high net worth (defined as 1.5 million dollars in total net worth or seven-hundred and fifty-thousand dollars in disposable assets). Another consideration is the goals they have set for their family moving forward.…

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Read more about the article Managing Physical Assets With Technology.

Managing Physical Assets With Technology.

One of the most common problems when it comes to managing physical assets is that people simply don’t know that they have anything to manage. Sure, they love their latest couture gown or new furniture, but they don’t necessary think of these things as part of their portfolio, or stay abreast of their fluctuating values. And that doesn’t begin to cover stuff that’s been stored away and likely forgotten. If it’s been a few years since you ventured into the basement, chances are there is something of value that you need to have appraised, whether it’s the antique chandelier you inherited or the painting by an unknown artist whose is now commanding top dollar for their work.  This becomes much more complicated if you have multiple residences, especially those you don’t spend much time in. Regardless of your circumstances,…

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Read more about the article EstateSpace 2021 Finalist For Customer Facing Digital Platform Awarded To: Organizations That Show Superior Client-Facing Digital Capabilities.

EstateSpace 2021 Finalist For Customer Facing Digital Platform Awarded To: Organizations That Show Superior Client-Facing Digital Capabilities.

EstateSpace is thrilled & honored to have been named a finalist for Family Wealth Report Awards. Our platform enables and simplifies how you manage families, properties, operations and clients, to increase efficiency and protect your interests. Uniting team members with easily accessible information utilizing streamlined processes to achieve consistent results. We appreciate & value all the judges who participated in the extensive review criteria to include integrity, independence, and genuine insight. Our goal has always been and will continue to be setting the standard for excellence in real-property asset & luxury lifestyle management. Read more

Continue ReadingEstateSpace 2021 Finalist For Customer Facing Digital Platform Awarded To: Organizations That Show Superior Client-Facing Digital Capabilities.