News

Managing physical assets with technology.

Posted on 2021-05-13

One of the reasons it’s so important to manage your #physicalassets is so you can include them in your #successionplanning. Digital tools allow #family members to share this #information with each other in real time, which fosters #communication. #legacy... Read More.

Managing physical assets with technology.

EASY ON THE EYES: THE TREND TOWARD USING VISUALS FOR WEALTH MANAGEMENT

Posted on 2021-05-11

Did You Know: Visuals can be used to manage your #wealth via digital platforms. For example, @estate_space allows you to upload photos of each #asset, be it a #property, vehicle or piece of art, then makes notes regarding its #worth & #maintenance.... Read More.

EASY ON THE EYES: THE TREND TOWARD USING VISUALS FOR WEALTH MANAGEMENT

Managing Home Improvement Professionals.

Posted on 2021-05-10

Keeping a digital checklist of tasks and supplies will keep things running smoothly. Store videos so you can keep a record of progress.... Read More.

Managing Home Improvement Professionals.

First quarter members of the Dulles Regional Chamber of Commerce!

Posted on 2021-05-10

Newest members of the Dulles Regional Chamber introduced.... Read More.

First quarter members of the Dulles Regional Chamber of Commerce!

IS IT TIME FOR A FAMILY OFFICE?

Posted on 2021-05-06

#familyoffice services can provide the structure & a neutral space in which relatives, regardless of their individual #lifestyles & interest, can come together & ensure the family’s #success for generations to come. #family #lifestylemanagement #legacy... Read More.