EstateSpace is thrilled to announce the release of EstateSpace 2.0, Asset Management Made Simple. 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.
Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits
New features include asset inventory management, asset valuations and asset appraisals. Their services now include concierge assessment services to help families build, streamline and manage private operations, and white-glove inventory service that delivers a smooth transition to EstateSpace.
Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility
“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,” says Jonathan Fishbeck, CEO of EstateSpace.
There are now over 128 million families in the US alone and of those families 70% fail to extend their wealth beyond the second generation. 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.
Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers
