EstateSpace

Family offices managing physical assets across multiple properties, vehicles, art, and collections typically piece together operations from six or more disconnected systems. EstateSpace addresses this directly: its platform centralises the full lifecycle of physical assets in one place, connecting what operations teams track day-to-day with what accounting and leadership need for reporting and decisions.

The company was founded by people who spent 16 years building and managing luxury estates, and that origin shapes the product. The AI agent, Lily, automates the onboarding process by ingesting existing spreadsheets, documents, photos, and vendor records and structuring them automatically. Once live, the platform handles:

• Automated alerts for insurance renewals, maintenance windows, and warranty expirations
• Centralised vendor coordination with tracked credentials and performance records
• Document management with full audit trails across all physical asset categories
• Real-time cost tracking and budget-versus-actual reporting for operations teams
• Role-based access controls for staff, vendors, and family members

Two family offices, RFA Single Family Office and Whitebay Single Family Office, are cited as active users. EstateSpace is explicitly not a replacement for accounting software; it sits above existing systems as the operational and documentation layer for physical assets. The platform is SOC 2 Type II certified, HIPAA compliant, and ISAE 3402 audited, which addresses the security bar most family office principals require. Pricing is publicly listed, starting at $340 per month for the Starter plan and scaling to $1,100 per month for the Enterprise tier, all on annual commitments. Two modules, AI Advisor and AI Optimizer covering financial integration and performance analytics, are scheduled for release in the second half of 2026 and are not yet available. Teams that need deep financial consolidation today will need to wait for that capability.