Beyond Wealth


“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 episode is packed with valuable insights.


Key Moments

 09:22 Experience with Diverse Clients
 15:56 Supportive Team Meetings
 17:05 Focus on People and Legacy
 24:28 Choosing Reliable Contractors
 29:59 Thriving Market for High Net Worth Clients


Connect with Catherine Smith 
LinkedIn: https://www.linkedin.com/in/catherine-smith-03bab7202 
Website: https://www.cssmithpropertymanagement.com/ 




What is Beyond Wealth?

Are 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 experience and a commitment to innovation, Jonathan also dedicates his efforts to philanthropy, serving on multiple boards and driving meaningful change.

And now, Beyond Wealth.

EstateSpace: https://estatespace.com/
Podcast Produced by Old Soul: aoldsoul.com