.svg)
Family Office Growth Tools
Trending downloads
TEMPLATE
Family Office Chart of Accounts
Our most downloaded asset. We’ve prepared a comprehensive Single-Family Office Chart of Accounts. Get a head start on organizing your accounting function with this purpose-built family office template.
Download
TEMPLATE
Family Office Budget & Expense Tracker
Manage your family office finances with ease using our free, downloadable CSV template.
Download
FAMILY OFFICE TOOL
Family Office Mission Statement Generator
Craft the foundation of you family office by answering five simple questions and we'll automatically create a mission statement you can share with the world.
Generate
Family Office Tool
2026 Family Office Tax Calendar
Never miss a critical tax deadline. Our 2026 Family Office Tax Calendar helps you track federal filing dates, estimated tax payments, and regulatory deadlines.
Family Office ToolBrowse all resources
Choose topics or categories you are interested in to see relevant content.
5 Ways AI Is Transforming Family Office Accounting in 2026
The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.
.png)
.png)
Letter from our CEO
Reflections on 2025 and Ambitions for 2026
.png)
Asseta AI Raises $4.2 Million to Define the Next Era of Family Office Infrastructure
Announcing our series seed funding co-led by Nyca Partners and Motive Partners.
Top 6 General Ledger Platforms for Multi-Entity Family Offices
Discover the top 6 family office accounting platforms with built-in general ledgers for multi-entity management. Compare Asseta AI, Eton Solutions, Sage Intacct, Archway, FundCount, and QuickBooks Enterprise to find the best GL system for unified reporting, automation, and control.
.png){kind=small}
Browse all resources
Choose topics or categories you are interested in to see relevant content.
How 351 Exchanges and Asseta AI Benefit Family Offices
How to optimize tax efficiency and financial visibility with 351 Exchanges and Asseta AI
 (1).png){kind=small}
.webp)
Decoding the Real Cost (and ROI) of Running a Modern Family Office
How frugal can your family office truly be?
Key Insights from the UBS Global Family Office Report 2025
What drives family office decisions? Insights from the first 2025 Family Office report reveal the importance of the human element in wealth management, tech, and legacy.
.webp)
What is a Virtual Family Office
A Virtual Family Office (VFO) is a lean, tech-enabled version of a traditional family office that leverages automation and AI to manage wealth, investments, accounting, and reporting—without needing a large in-house team.
.png)
The Virtual Family Office Era
The rise of the Virtual Family Office is redefining what it takes to manage significant wealth. In this piece, we explore how families with $50M–$300M are using Agentic AI to replace bloated teams, eliminate manual workflows, and operate with the sophistication once reserved for billion-dollar offices. Powered by platforms like Asseta, this new generation of VFOs is lean, automated, and built for the future.
.png)
Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.