Streamline Family Office Property and Asset Portfolio Management Effortlessly.

Efficiently streamline workflows for your team, clients, and service providers in one place to boost profitability and productivity effectively.

Family Office

Trusted By Hundreds of Property and Estate Management Businesses

Do These Sound Familiar?​

Paper-Based Manual Systems

Family Offices often managed their property and asset portfolios using fragmented spreadsheet systems, leading to disorganized data and limited visibility.

Disparate Software Solutions

Using multiple disjointed software tools for different tasks, resulting in data silos, duplication of effort, and difficulty in collaboration.

Inefficient Communication

Communication among team members, clients, and service providers relied heavily on emails, phone calls, and in-person meetings, causing delays and miscommunication.

Family Office

Here’s How EstateSpace Can Help You Grow in 3 Easy Steps​

Step One

Streamline Organization

EstateSpace digitizes paper-based systems, centralizing property and asset management. Easily access organized data for comprehensive visibility and streamlined workflows.

EstateSpace App Workflow
Family office management
Step Two

Consolidate Software Tools

Replace disparate solutions with EstateSpace’s all-in-one platform. Eliminate data silos, reduce duplication, and enhance collaboration for seamless operations and optimized efficiency.

Step Three

Enhance Communication

EstateSpace offers integrated communication features, reducing reliance on emails and calls. Facilitate real-time collaboration, minimizing delays, and ensuring clear communication among team members and stakeholders.

Family Office Messaging App Interface
Property and Asset Management

Property and Asset Management

Effortlessly oversee property and asset portfolios with EstateSpace’s centralized platform. Streamline workflows for teams, clients, and service providers, enhancing productivity and profitability.

Financial Oversight & Reporting

Financial Oversight & Reporting

Maximize efficiency in financial oversight and reporting with EstateSpace’s centralized platform. Enhance productivity and profitability, ensuring streamlined workflows and transparent reporting benefit all stakeholders.

Clear Communication Hub

Clear Communication Hub

EstateSpace offers integrated communication features, reducing reliance on emails and calls. Facilitate real-time collaboration, minimizing delays, and ensuring clear communication among team members and stakeholders.

Why Our Customers Love Using EstateSpace

EstateSpace streamlines organization for any household size, providing everything in one accessible place. Early stage experience offers promising support, motivating continual improvement and partnership.

Iga Pawlowska, Operations Executive at  Private Family

EstateSpace excels in estate management, offering unmatched support, streamlined features, and dedication to improvement. Highly recommended for professionals seeking efficient solutions. A perfect 5/5 rating!

Lauren Kerlin, Personal Assistant at HRS Estates

With EstateSpace, I enhance efficiency by saving 20% of time on asset management and streamlining property maintenance tasks, leading to increased productivity and smoother operations.

Nicole Bianco, Estate Manager at Private Family

I strongly suggest utilizing EstateSpace for project financial management and end-to-end operations, as it has greatly simplified our procedures and substantially improved our effectiveness and profitability.

Edward Reis CEO, Principal

Estatespace fills a critical void. It bridges gaps between estate management and admin services.

Versaxis Research Group

EstateSpace’s innovative and efficient solution for managing complex holdings is making a significant impact on the transformation of the wealth management industry regarding non-financial AUM.

Dan Director of Residence, Private Single-Family-Office $6Bn in AUM

Businesses, high net worth families and individuals will improve their asset position and risk management with Jonathan’s leadership, his team and EstateSpace

Ray Nugent, President

EstateSpace empowers Family Offices and gives them the ability to complete their financial portfolio, and aggregate the management of assets and properties with their secure platform.

Bill Sullivan, President at Family Office Exchange

Ready to get started?

Optimize operations and financial oversight—start your success now