AI-Powered Family Office Asset Management Technology
Eliminate administrative burden by 33% with our family office platform for complex portfolios. Automated workflows handle recurring tasks, enabling your team to focus on strategic asset management instead of reactive crisis management.
The Trusted Family Office Platform
Is This How You Run Your Family Office Operations?
Spreadsheets
Excel can’t track asset conditions, lacks professional reporting standards, and creates liability risks for oversight.
Disparate Software Solutions
Using multiple disjointed software tools for different tasks, resulting in data silos, duplication of effort, and difficulty in collaboration.
Manual workflows
Manual processes delay maintenance decisions, can’t scale with family complexity, and appear unprofessional to clients.
Here Are The 3 Steps We Built To Help Family Office Professionals Streamline Operations
Organize
Bring order to the chaos.
We help you centralize data in one secure, digital space — so nothing gets lost in a filing cabinet (or forgotten in an inbox).
Connect
All assets and all stakeholders unified
Say goodbye to scattered tools and siloed systems so your team stays aligned and your efforts aren’t duplicated.
Optimize
Get insights. Act confidently.
Leverage AI to manage family assets and gain clear visibility into their condition. Use actionable insights to drive efficiency where it matters most.
Streamline Daily Operations
Advanced workflow automation handles routine tasks, maintenance scheduling, and vendor coordination, keeping family assets running smoothly and reducing your administrative burden.
Track Costs and Budgets
Get clear visibility into asset expenses, maintenance costs, and budget performance with detailed reporting that shows the family exactly where their money goes.
Execute Estate Projects Flawlessly
Execute estate renovations, capital improvements, and maintenance projects with precision through automated scheduling, vendor coordination, and milestone oversight that ensures flawless delivery on time and within budget.
Testimonials
“EstateSpace has simplified the way we manage our complex assets. It centralizes everything—documents, communication, and oversight—into one easy-to-use platform. The increased visibility and organization have saved us time, reduced stress, and helped us operate with more confidence and efficiency than ever before.”
Steve Clarke
RFA Single Family Office
“Whether you manage a small home or a large estate, EstateSpace is a game-changer. Even in the early stages, I can see its potential for streamlining and organizing everything in one place. Their team offers incredible support, weekly Zooms, and real motivation to stay on track. Since implementing EstateSpace, we’ve simplified the way we manage our physical assets and centralized our operation. I’m excited to keep building with them!”
Iga Pawlowska
Whitebay Single Family Office
“EstateSpace has been a game-changer in managing my principal’s assets and daily needs. Their 24/7 customer support is exceptional, always listening and quickly improving the platform. The intuitive design has streamlined our workflow, saving valuable time. I wholeheartedly recommend EstateSpace for its outstanding service, impactful features, and unmatched commitment to excellence. A true 5/5 experience! ”
Lauren Kerlin
HRS Single Family Office
Transparent Pricing for Hassle-Free Budgeting
EstateSpace makes it easy to scale
Starter
$34
per user/month
Switch to annual to get 10% off
- Includes 10 users to start
- All Features
- 14 day free-trial
Professional
$29
per user/month
Switch to annual to get 15% off
- Includes 30 users to start
- Data Import Services
- 14 day free-trial
Most popular
Enterprise
$22
per user/month
Switch to annual to get 20% off
- Includes 50 users to start
-
Data Migration Services
(billed separately) - 14 day free-trial
All plans include a one-year commitment
Professional
$24.65
per user/month
- Includes 30 users to start
- Data Import Services
- 14 day free-trial
Most popular
Enterprise
$17.60
per user/month
- Includes 50 users to start
-
Data Migration Servies
(billed separately) - 14 day free-trial
See EstateSpace Intelligence in Action
When Will You Transform Family Office Operations?
Don’t Let Manual Processes Hold You Back. Without EstateSpace, scattered systems escalate into bigger problems, threatening family trust and professional reputation. Embrace purpose-built technology—reduce administrative costs 33%, deliver exceptional service, and manage more assets without adding staff.