For Family Offices
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.
Stop checking six systems to answer one question about your holdings.
Trusted by family offices and asset managers
Sound Familiar?
Scattered Data
Asset details in spreadsheets. Maintenance history in a contractor’s head. Insurance docs in someone’s inbox. No single place to get a complete picture.
Too Many Systems
Operations tracks assets one way. Accounting sees something different. Leadership gets a third version. Three to six tools just to manage what you own.
Knowledge Loss
A key person leaves and critical details about properties, vendors, and asset history go with them. No documentation. No continuity.
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. No more checking six systems for one answer.
Stewardship
Full asset lifecycle documentation from acquisition through transition. Nothing lives in someone's head.
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
Leadership
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 family service requests
Accounting
Physical asset financials, cost tracking, and documentation you can trust
See EstateSpace Intelligence in Action
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 transformed how we manage luxury residential projects. Before, I was juggling spreadsheets, email chains, and multiple vendor platforms just to track one renovation. Now everything’s in one place… We’ve cut project admin time by 40% and our clients love the real-time visibility.”
Kevin Knobloch
Management Consultant
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