Every Asset. One View.
Your team manages properties, collections, vehicles, equipment, and projects across multiple locations.
EstateSpace gives operations and accounting one shared view of every physical asset in the portfolio.
No more checking six systems to answer one question.
Trusted by family offices and asset managers
The Daily Reality
Scattered Data
Asset records in one system. Property details in another. Vehicle docs, insurance certificates, and appraisals scattered across inboxes and shared drives. The bigger the portfolio, the wider the gaps.
Reporting Chaos
Operations tracks assets one way. Accounting sees something different. When the principals ask for a portfolio update, your team scrambles to reconcile three versions into one answer.
No Playbook
Governance processes exist but they’re inconsistent across properties and asset classes. When leadership changes or a new property enters the portfolio, there’s no single operational framework to hand off.
How Teams Use EstateSpace
How EstateSpace Works
Import
Upload your existing spreadsheets, documents, photos, and vendor records. AI structures and inventories everything automatically. What used to take months takes minutes.
Manage
Tasks, maintenance, inventory, scheduling, and vendor coordination in one platform. Automated alerts before insurance lapses, maintenance is missed, or warranties expire. Your team manages by exception instead of chasing updates.
Report
Real-time visibility for operations, accounting, and leadership. Cost tracking, asset documentation, and reporting your controller can actually trust, without building it from spreadsheets.
Portfolio-Wide Visibility and Control
Visibility
Every property, asset, and vendor across your portfolio in one view. Real-time, role-based, always current.
Stewardship
Full asset lifecycle documentation from acquisition through transition. Every detail captured and accessible.
Governance
Audit trails, cost tracking, and reporting that meets the oversight standards your principals and advisors expect.
Continuity
Staff transitions, generational transfers, and succession planning supported by complete institutional knowledge.
Built for Every Role in Your Family Office
Principals & Advisors
High-level portfolio visibility, service requests, and oversight from any device.
Director of Residences
Cross-property operations, vendor coordination, and task management across the portfolio.
Chief of Staff
Cross-functional coordination, strategic initiatives, and service coordination.
Accounting
Physical asset financials, cost tracking, and documentation you can trust.
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
Investment
Simple, Predictable Pricing
Transparent pricing that scales with your team. All plans include full platform features.
Starter
$340
Monthly
Switch to annual to get 10% off
- Includes 10 users
- All platform features included
- Unlimited properties & assets
- Data import services included
- Dedicated Account Manager
- Custom training & onboarding
- 14 day free-trial
Professional
$870
Monthly
Switch to annual to get 15% off
- Includes 30 users
- Everything in Starter
- 14 day free-trial
Most popular
Enterprise
$1,100
Monthly
Switch to annual to get 20% off
- Includes 50 users
- Everything in Professional
-
Data Migration Services
(billed separately) - 14 day free-trial
All plans include a one-year commitment and 14-day free trial.
Starter
$3,672
- Includes 10 users
- All platform features included
- Unlimited properties & assets
- Data import services included
- Dedicated Account Manager
- Custom training & onboarding
- 14 day free-trial
Professional
$8,874
- Includes 30 users
- Everything in Starter
- 14 day free-trial
Most popular
Enterprise
$10,560
- Includes 50 users
- Everything in Professional
-
Data Migration Services
(billed separately) - 14 day free-trial
Built for the Security Standards Your Clients Demand
Frictionless
- Live in minutes, not months
- We handle your data migration
- Your workflows, one unified platform
Security
- SOC 2 Type I & II certified
- HIPAA compliant
- ISAE 3402 audited
- MFA and device verification
- Cybersecurity
Support
- Dedicated success manager through full rollout
- 24/7 support including live call line
- Ongoing training for your entire team
You'd Never Manage Financial Assets This Way
Family offices apply institutional rigor to financial portfolios. Physical assets rarely get the same treatment. Property details, vendor relationships, and operational knowledge stay scattered across spreadsheets, emails, and people’s heads. That’s where risk compounds. EstateSpace is the system of record for physical assets. Automated workflows, role-based access, and portfolio-wide visibility built for fiduciary-level oversight.