For Financial Advisors
Your clients own more than what shows up in their financial portfolio. Real estate, collections, vehicles, and equipment represent significant wealth with no unified way to track it. EstateSpace gives you and your clients visibility into the physical side of their balance sheet.
Half your client’s wealth has no system. Until now.
Trusted by family offices and asset managers
Sound Familiar?
Incomplete Wealth Picture
Your client’s physical assets are tracked in spreadsheets, emails, and disconnected systems. You’re advising on wealth you can’t fully see or trust.
Hidden Carrying Costs
Physical assets cost real money to maintain, insure, and operate. Without visibility into those costs, capital that could be reinvested is quietly draining.
No Way to Differentiate
Every advisor offers financial portfolio management. Few can help clients get a handle on what their physical assets actually cost to own and operate. That’s an opportunity.
How EstateSpace Works for Advisors
Discover
Capture your client’s physical assets: real estate, collections, vehicles, and equipment. AI structures everything automatically. Full picture in days, not months.
Track
Ongoing cost tracking, insurance, maintenance, and valuation documentation across every physical asset. The data your client’s accounting team and controller need, organized and accessible.
Advise
Use physical asset data to inform better financial decisions. Identify carrying costs that drain capital, assets that need attention, and opportunities your clients aren’t seeing today.
Complete Wealth Oversight for Your Clients
Physical Asset Visibility
Real estate, art, collections, and vehicles tracked alongside financial holdings. One view of everything your client owns.
Cost Intelligence
Carrying costs, maintenance expenses, and insurance premiums visible in real time. Identify capital being consumed by physical assets.
Client Differentiation
Offer a service no other advisor provides. Physical asset oversight positions you as the advisor who sees the whole picture.
Governance
Audit trails, asset histories, and documentation that supports estate planning, insurance reviews, and generational transitions.
Built for Your Advisory Team
Managing Directors
Firm-wide oversight, client portfolio reporting, and strategic growth through physical asset services
Lead Advisors & Partners
Client-level physical asset visibility and reporting to inform holistic wealth strategy
Financial Planners
Carrying cost data, asset valuations, and documentation for estate and tax planning
Client Service Teams
Coordinate with the client's family office, estate managers, and accounting team