Shows
Amplify Your BusinessEstateSpace: Slowing Down to Speed UpIn this episode of Amplify Your Business, we’re joined by Jonathan Fishbeck, the founder and CEO of EstateSpace. At a high level, EstateSpace is solving the problem of difficult estate management by simplifying it. In particular, EstateSpace deals with the non-financial asset management side of estate management, both from an operational perspective, as well as a portfolio perspective, by helping their clients to improve their economic outcomes.
To learn more, visit https://estatespace.com/.
2025-04-3026 min
Beyond WealthBalancing Wealth and Advisory: Stephen Tanenbaum’s Caring Approach at Rainbook.Growing demand for qualified wealth advisors is a pressing issue in the U.S. due to a talent shortage.Stephen Tanenbaum, the founder of Rainbook, explores how philanthropy, technology, and financial advisory services come together. Stephen explains how AI and machine learning can improve the way clients interact with their advisors, while still stressing the importance of human connection.Stephen discusses the rising need for qualified wealth advisors, the differences between fiduciaries and brokers, and some tips for picking the right financial advisor. Stephen also shares how Rainbook carefully selects its advisors and the...
2025-02-0637 min
Beyond WealthLearn Private Service Management with Helda Cobian on Beyond WealthWelcome to the inaugural episode of Beyond Wealth, the podcast exploring the expertise of leaders in private service and estate management. Today, our guest is Helda Cobian, who brings over 25 years of experience as a house manager, family assistant, and celebrity chef.Helda shares invaluable advice for entering this field, stressing open-mindedness, adaptability, and the importance of a teachable team. She emphasizes creating a sanctuary for the family and maintaining personal connections with staff and principals.Her approach, rooted in empathy, communication, and continual learning, highlights recognizing individual talents...
2025-01-2329 min
Beyond WealthThe A+ Method: Sarah Hodges Transformative Coaching for Lasting Success and Personal Growth“Transformation begins when we align compassion with growth”Sarah Hodges, wellness coach and creator of the A+ Method, has a gift for helping people grow personally and professionally—using the power of behavioral neuroscience and empathy. Sarah talks about her incredible journey, starting as an opera singer and transitioning into wellness coaching, where she helps others transform their lives.Sarah shares real-life tips on building resilience, improving communication, and finding fulfillment, whether you're leading a team or just looking for more balance in your life. Her advice is relatable and perfect for anyone ready to gro...
2025-01-0929 min
Beyond WealthCatherine Smith: Personal Touch Meets Professionalism for Luxury Clients“The key to success is understanding your client's unique needs and delivering personalized service.”Catherine Smith, the founder of CS Smith Management, is an expert in estate and property management for high and ultra-high net worth clients. In this episode host Jonathan Fishbeck explores Catherine's journey, starting from managing properties in the lovely Virgin Islands to her current work in the beautiful mountains of North Carolina.Catherine also shares insights on maintaining work-life balance, managing client expectations, and creative problem-solving. Whether you're in property management or looking for inspiration in balancing life, this...
2024-12-1734 min
Beyond WealthTransform Your Leadership: Lisa & Julia’s Proven Strategies for Legacy Success.“From the intricacies of calendaring to evolving post-pandemic demands, our goal is to ensure long-term success and trust through comprehensive support.”In this episode, Jonathan Fishbeck hosts Lisa Casson and Julia Hudson, the dynamic co-founders of Pennyworth. They provide an in-depth look into their expertise in executive support, recruiting, and personalized coaching, drawing from their diverse backgrounds in professional sports, event marketing, private equity, and hospitality.Lisa and Julia delve into the essential elements of an effective onboarding process, the challenge of balancing professional and personal life, and their innovative methods for...
2024-12-0335 min
Beyond WealthInside the Elite World of Naval Estate Management with Georges Labaki“Success in leadership is about anticipating needs and creating lasting impressions.”Today's guest, Georges Labaki, manages a 17,000-square-foot estate for future naval officers in Annapolis Maryland. With a career spanning roles from Navy cook to elite positions at the White House and Pentagon, Georges shares his insights on high-profile estate management and the importance of safety and hospitality, revealing his leadership philosophy of mentoring and building resilient teams.This episode offers a deep dive into estate management, hospitality, and the balance of privacy and security.Ti...
2024-11-1932 min
Beyond WealthWhy Empathy is Crucial to Estate Management Success: Alex Davila’s Perspective"Luxury isn’t just about expensive things; it can be as simple as family time or a highly curated experience."Alex Davila brings extensive experience managing estates for ultra-high-net-worth families in Orange County and New York City. With a rich multicultural background from Los Angeles, studies in London, and a degree in international relations from USC, Alex offers unique insights into his transition from fashion retail to estate management. He discusses balancing roles akin to a chief of staff, butler, and COO and shares behind-the-scenes stories of organizing personalized eve...
2024-11-0536 min
Beyond WealthStrong Client Relationships: Philip Smith’s Proven Estate Strategies"Maintaining balance is crucial; without it, both the client relationship and the property suffer."In this episode of "Beyond Wealth," host Jonathan Fishbeck interviews Philip Smith, a veteran estate manager and director of Atreides Consulting and Management (ACM Limited). With over two decades of experience, Philip shares his expertise in balancing client needs with sustainable property management.He reveals his strategies for pristine estate upkeep, including the use of solar energy in places like the Bahamas. Emphasizing the importance of setting boundaries to prevent burnout, Philip discusses the precision...
2024-10-1535 min
Beyond WealthUnlock Balance: Rebecca Cowley’s Proven Wealth Preservation Strategies"Balancing the complexities of family office management with personal well-being requires a strategic approach and strong support systems."Rebecca Cowley, Managing Director at Andersen Family Office Solutions Group, brings a wealth of knowledge from her diverse career path. Starting at KPMG, founding her own consulting firm, and eventually joining Andersen, Rebecca combines professional excellence with personal resilience.In this episode, Rebecca shares her insights into how family offices have evolved over the last twenty years, the importance of expert tax and legal strategies, and the benefits of hybrid family office setups. Rebecca also...
2024-10-0137 min
Beyond WealthResidence Management Masterclass: Jocelyn Galvez’s Insider Tips Unveiled"No matter their quirks or challenges, you're always learning daily—from the perfect shade of white for the flowers to ensuring the grass is just right.”In this episode, Jocelyn Galvez, Director of Residences for a Private Family, provides a deep dive into managing luxury lifestyles and family governance. She explores the complexities of adapting to her principals' unique preferences and the importance of building a team based on trust and respect.Jocelyn reveals how technology tools like EstateSpace are revolutionizing high-end property management, blending tradition with modern innovation. She...
2024-09-1936 min
Beyond WealthAaron Berkey on Merging Passion with Strategic Insight to Optimize Your Investments"It's about connecting people and opportunities to create meaningful investment experiences."Today's guest, Aaron Berkey, co-founder and managing partner of Okeanos, joins Jonathan Fishbeck for an in-depth conversation on their diverse investment strategies. Okeanos covers many sectors, including early-stage ventures, private equity, real estate, and emerging markets like alcohol and cannabis.Aaron discusses their unique approach to providing members access to private investments, balancing risk, and leveraging the expertise of over 175 members. He also highlights the company's shift towards Series C, D, and Pre-IPO investments, and the importance of...
2024-09-0531 min
Beyond WealthAI & Secondary: Unlock Wealth Strategies with Mercedes Zhang“If you are the smartest person in the room, you probably should go to a different room.”In this Beyond Wealth Episode, Mercedes Zhang of Manhattan Venture Partners (MVP) exemplifies this mindset as she delves into capital raising, deal sourcing, and secondary markets. Host Jonathan Fishbeck highlights MVP’s focus on AI investments and relationship capital, showcasing how constantly seeking new challenges drives their success. Mercedes also discusses MVP's diverse investor base, strong networks, and the importance of passion and integrity in the investment world.Key Moments
2024-08-2031 min
Beyond WealthKelsey Ferguson on Digital Management and Legacy PreservationIn this episode, I'm your host, Jonathan Fishbeck, and today we're joined by Kelsey Ferguson, Founder of FunHangs and a visionary in the digital management space. Maintaining long-term goals amidst life's challenges and changes. Kelsey shares her wisdom on the importance of pivoting, intentionality, and overcoming limiting beliefs to build a thriving business.Kelsey opens up about the unique challenges and rewards of working with public figures, her strategies for connecting authentically with audiences, and the power of social media platforms like Instagram in building a businessJoin us...
2024-08-0633 min
Beyond WealthIntroducing: Beyond WealthAre you prepared to break free from the conventional notions of luxury and wealth and elevate a legacy that will be preserved for generations to come?Welcome to Beyond Wealth: Innovating for Life Elevation.Unlock the secrets to managing and growing family wealth while preserving legacy. In each episode, we bring you cutting-edge strategies and expert insights on topics like asset management, tax planning, family governance, and innovative philanthropy.Jonathan Fishbeck, Founder and CEO of EstateSpace, leads our journey. With over 20 years of entrepreneurial...
2024-07-0200 min
Office Hours with David MeltzerHemant Taneja, Jed Corenthal, Shaahin Cheyene, Jonathan FishbeckHemant TanejaHe is the managing partner of the venture capital firm General Catalyst, a venture capital firm that partners with founders from seed to growth stage and beyond to build companies that withstand the test of time. He is the founder of the firm’s Silicon Valley operations.Jed CorenthalHe is currently the CMO of Phenix, the technology platform that can stream video in real-time at broadcast scale where he has worked with Verizon, ABC, Disney and others. They provide high quality synchronous video with less than 500 milliseconds of end-to-end latency at...
2023-12-2556 min
The DMV (Washington, DC | Maryland | Virginia) Business Show113 - Simplifying Your Estate Management with Jonathan Fishbeck of EstateSpaceTune in to hear from Jonathan Fischbeck, Founder and CEO of EstateSpace with headquarters out of Great Falls, Virginia! He shares his journey of creating a cloud-based software platform to handle the lifestyle management of your physical estate. Discover how Jonathan's background in real estate construction led him to create a game-changing platform that offers property management, inventorying, maintenance coordination services, and much more. Learn about the challenges and rewards of entrepreneurship, the importance of customer service, building inclusive teams, and offering useful services to clients. Don't miss this insightful conversation on the future of real estate technology!
2023-04-041h 07Amplify Your BusinessAmplify Your Business EstateSpace: Slowing Down to Speed UpFor Episode 211 of Amplify Your Business, we’re joined by Jonathan Fishbeck, the founder and CEO of EstateSpace. At a high level, EstateSpace is solving the problem of difficult estate management by simplifying it. In particular, EstateSpace deals with the non-financial asset management side of estate management, both from an operational perspective, as well as a portfolio perspective, by helping their clients to improve their economic outcomes.
To learn more, visit https://estatespace.com/.
00:00 - Intro
00:58 - What are three things every entrepreneur should know?
02:57 - When you suggest that...
2023-01-1926 min
SaaS FuelJonathan B. Fishbeck - Two Inches Wide and Two Miles DeepFounder and CEO of EstateSpace, Jonathan Fishbeck joins the show to speak to the work he is doing to simplify Estate Management by bringing families together and facilitating communication and business. In addition to his tech roles, Jonathan serves in a number of philanthropic organizations where his passion for helping veterans, children, and blood cancer research shines through. Today, Jonathan shares his experience as a three-time founder, the value of going deep and focusing on a niche market, and why sometimes we need to slow down in order to speed up.Episode Sponsor...
2022-07-1940 min
The Tony Durso ShowThe Tony Durso Show, July 2, 2022Simplifying Estate Management with Jonathan Fishbeck and Tony DUrso
Jonathan is the CEO of EstateSpace, which developed the world’s first asset management solution that provides a single point of record for a family’s physical assets.
A 3x startup founder, Jonathan provides information regarding managing your valuable physical assets, increasing and protecting the value of your assets and transitioning your family’s generational wealth.
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2022-07-0541 min
The Tony DUrso Show - Journey to Success!Simplifying Estate Management with Jonathan Fishbeck & Tony DUrsoJonathan is the CEO of EstateSpace, which developed the world's first asset management solution that provides a single point of record for a family's physical assets. A 3x startup founder, Jonathan provides information regarding managing your valuable physical assets, increasing and protecting the value of your assets and transitioning your family's generational wealth. Listen to The Tony DUrso Show on VoiceAmerica Influencers Platform every Friday at 2pm Pacific or listen on Apple Podcasts or tonydurso.com/podcast.
2022-06-171h 00
SaaS Interviews with CEOs, Startups, FoundersEstateSpace Grows 200% to $2.2m ARR Bootstrapped Helping You Track Your Physical AssetsJonathan B Fishbeck is the founder and CEO of EstateSpace, LLC, a technology platform that simplifies lifestyle management service and operations to maintain real-property assets to help reduce risk and protect wealth succession. Jonathan was previously the Founder and CEO at a design-build firm whose focus was advising, designing, constructing and operationalizing sizable estate properties for UHNW families and family offices.
2021-08-0622 min