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.

• Physical asset inventory and lifecycle management
• Maintenance scheduling and vendor coordination
• Insurance and warranty renewal tracking
• Document centralisation and audit trail management
• Budget versus actual cost tracking for physical assets
• Role-based access and reporting for operations and leadership teams

• AI agent (Lily) for automated data import and asset structuring
• Automated alerts for insurance lapses, maintenance windows, and warranty expirations
• Centralised vendor database with performance and compliance tracking
• Role-based access controls and multi-factor authentication
• Full audit logs at rest and in motion
• Custom training and onboarding with dedicated account manager
• Unlimited properties and assets across all plans
• 14-day free trial with all plans
• 24/7 support including live call line

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Finance / Accounting Teams.

Dedicated success manager, 24/7 support including live call line, ongoing team training

Most teams live within days; AI handles data import and structuring; dedicated success manager included through full rollout