Can technology redefine how ultra-high-net-worth individuals manage their estates?
In this episode, Brian engages with Jonathan B. Fishbeck, the visionary behind EstateSpace, a pioneering platform transforming asset management for the high-net-worth sector. Jonathan shares his journey from a computer science background through to becoming a serial entrepreneur, leading to the inception of EstateSpace. The conversation delves into the unique challenges faced by family offices and the ultra-wealthy in managing their extensive portfolios of properties and assets. Jonathan explains how EstateSpace not only addresses these challenges through innovative technology but also positions itself as a crucial player in risk management and strategic planning for its clientele.
[00:01 - 06:33] The Genesis of Estate Space
[06:34 - 12:26] Solving Complex Problems
[12:27 - 18:47] Understanding the Market's Needs
[18:48 - 24:13] Innovations and Forward-Looking Strategies
[24:14 - 31:28] Entrepreneurial Insights and Future Outlook
Key Quotes:
"At the end of the day, Estate Space is always meant to be easy, secure, and solve the problems of those that they serve." - Jonathan B. Fishbeck
"Listening to our clients and partnering with them has been our greatest strength." - Jonathan B. Fishbeck
Connect with Jonathan!
Website: https://estatespace.com/
LinkedIn: https://www.linkedin.com/in/fishbeck
This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
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