EstateSpace

EstateSpace

  Phone: +18665335133   Address: PO Box 850 Great Falls,Virginia - 22066, United States

“Every time when I look in the mirror, all these lines on my face getting clearer, the past is gone. It went by, like dusk to dawn, isn’t that the way, everybody’s got the dues in life to pay.  I know nobody knows, where it comes and where it goes, I know it’s everybody sin, you got to lose to know how to win.” -Aerosmith – Dream On.

Since the day we entered the world our parents, mentors and coaches have encouraged us to dream – to dream about living life to the fullest every moment, achieving financial security and having a happy and healthy family life. As we aged and started our own families, we have urged our children to do the same – to work hard to achieve their dreams, to take risks knowing that failure is a great motivator and to appreciate everything they have and earn.

There are now over 128 million families in the US alone and those families have over $504 trillion in physical assets. It is estimated that baby boomers will pass down over $68 trillion in physical assets over the next 25 years. As this generational wealth transition story unfolds, the plot has the opportunity to follow an inspirational or dramatic story line.

EstateSpace has developed the world’s first asset management solution that provides a single point of record for a family’s physical assets. This intelligent financial management solution enables and simplifies how families manage valuable physical assets to increase and protect generational wealth. The true value of houses, boats, cars, jewelry, collections and other physical assets is often overlooked and instead of these assets helping families to chase their dreams, they become more of a nightmare. The transition of wealth process on average takes 16 months, 570 hours and over $30,000 in out of pocket expenses as these assets have historically been managed on pieces of paper living somewhere inside a file cabinet – until now. 

Generational wealth portfolios have never been easier to create, share, and transition to family members, business managers, estate executors, lawyers and wealth management to help your family to live their best life and create inspirational stories for generations to come.

EstateSpace’s interests are uniquely aligned with those of our clients and we are able to concentrate on the continuing needs of those we serve. No other company will align its interest with those of its clients like EstateSpace. That’s because at EstateSpace, we all have homes and belongings just like you – we believe in the possibility of a better future for our families and take steps every day to achieve this reality.

DO YOU KNOW YOUR WORTH? - Jul 08, 2020

Manage your valuable physical assets. Increase and protect the value of your assets. Transition your family’s generational wealth.

MANAGING MULTIPLE PROPERTIES & WEATHER SEASON CREATES A NEED FOR COMPLETE VISIBILITY WITH ALL YOUR PHYSICAL ASSETS. - Aug 24, 2020

Your #physicalassets should be something you treasure & look forward to enjoying, not a burden or source of worry. Having the ability to manage your #physicalassets at your fingertips may very well be your port in the storm. #realestate #fintech

UNDERSTANDING THE TRUE VALUE OF PHYSICAL ASSETS TO PROTECT YOUR LEGACY. - Sep 11, 2020

It’s no surprise then that many people, even those of high net worth, are often unaware of the true value of their physical assets and what’s needed to maintain them. As a result, they may be missing out on opportunities, literally right under their noses, to preserve and grow their wealth.

REAL ESTATE FIRMS ARE USING BEST IN CLASS TECHNOLOGY TO GAIN AN EDGE ON THEIR COMPETITION. - Sep 17, 2020

#Realestate will always be a complicated business, but #fintech can help simplify the process & increase the chances of closing that next deal; it can also free up time to focus on marketing the business & connecting with future clients. #property

5 SIMPLE CHANGES THAT WILL MAKE A BIG DIFFERENCE WITH YOUR ESTATE MANAGEMENT - Sep 24, 2020

In some ways, managing one’s estate is a lot like managing anything else life – some people will be tempted to oversee every detail (i.e. checking in with their household staff several times a day regarding everything from mundane tasks to the preparations for a dinner party), while others may all but abdicate their role as principal and rely too heavily on their financial advisors.

5 REASONS TO LOVE A COMPLETE PORTFOLIO. - Oct 02, 2020

Start maximizing the benefits of a #completeportfolio for you & your family. Get a clear, comprehensive view, of all your #physicalassets, their value, & what you need to do in order to preserve and maintain it for generations to come. #wealthmanagement

5 THINGS TO CONSIDER WHEN CHOOSING A WEALTH MANAGER. - Oct 08, 2020

Where ever you are in life professionally or financially, it is never too early to engage a #wealthmanager, start getting advice and look to secure your financial future. #wealthmanagement #fintech #estateplanning

FOUR WAYS COVID HAS CHANGED OUR APPROACH TO WEALTH MANAGEMENT - Oct 14, 2020

The Covid pandemic has made us reevaluate everything in our lives - changing the way we think about our wealth, both in the present & in anticipation of an uncertain future. Here are some things to consider when #estateplanning. #wealthmanagement

ESTATESPACE TARGETING $504 TRILLION IN UNMANAGED PHYSICAL ASSETS - Jul 08, 2020

EstateSpace is making it easy for families to manage their valuable physical assets and have the same discipline around physical assets as they do for their financial assets.

EstateSpace Releases Revolutionary Platform at the FOX Family Office Technology Showcase - Aug 24, 2020

EstateSpace is excited to announce our participation in the FOX Family Office Technology Showcase. We're making it easy for family offices to build, streamline, and manage physical assets and private operations with simplicity and increased visibility.

ESTATESPACE PARTNERS WITH TAPESTRY TO PROVIDE SEAMLESS MANAGEMENT AND PROTECTION OF PHYSICAL ASSETS - Sep 28, 2020

Today, EstateSpace, is pleased to announce our latest service offering, the “Quick-Start” Advantage powered by Tapestry Associates. Enabling customers to accelerate documentation, and optimize their operational and personal service goals!

Name Title Phone Bio
Jonathan Fishbeck CEO 866-533-5133
Jason Shelby VP Sales & Marketing 866-533-5133
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