Estate management software for remodel or renovation projects.

The past two years have brought an incredible boom to the housing market, with an estimated 15.9 million people filing change-of-address forms with the US Postal Service. Many were escaping large cities, while others moved closer to family members to lessen the sense of isolation. Countless others stayed put but renovated their homes to accommodate a new workspace or revisit projects they had shelved back when a large part of their day was spent commuting. For those in real estate and related fields, it was a time of unprecedented, nearly overnight growth, and they had to quickly find more efficient ways of doing things in order to keep up with it all. This explains why these industries, which had typically lagged in implementing technology, began relying more on digital tools, including estate management software for remodel or renovation projects,…

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Benefits of household technology in conjunction with your family office.

The family office used to be an institution that was, in some ways, insulated from the family, making financial decisions on the clients’ behalf without their consistent direct involvement. Now that model is rapidly evolving with the innovation with household technology; and, while this may be more apparent because of the pandemic and the resulting economic changes, it was actually in play long before “social distancing” and “super-spreader” became household terms.   Most likely, covid expedited the shifts that occur organically as the younger generations come of age to manage their family’s wealth – bringing with them their own priorities, both philosophical (i.e. a commitment to conscious capitalism) and substantive (taking a more hands-on approach rather than relying on experts to do it all for them). Moreover, there is an increase in multifamily offices, which can be more affordable…

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Improving estate management with technology.

“You’re only as good as your team.” ~ former NBA star Dominique Wilkins While the above quote refers to the other players on the court, it undoubtedly applies to any career or activity that involves collaboration and leadership. If you’re an estate manager, you know that “manager” doesn’t just pertain to your oversight of the property, but the household staff, gardeners, vendors, and so on. As everything they do (or don’t do) impacts your effectiveness, not to mention your standing with the client, you’ve been very diligent about hiring them or weeding out those who were not a good fit. But what if you notice that things are not running smoothly as they should? They may not be huge mistakes that warrant a shakeup, but small cracks that if go unchecked could potentially lead to a headache for your…

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