.svg)
Browse all resources
Choose topics or categories you are interested in to see relevant content.
.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){kind=small}
.png)
Asseta AI Achieves SOC 2 Type II Compliance
Reinforcing Our Commitment to Security and Trust
 (1).png){kind=small}
.png)
How to Protect your Family Office from a Cyber Attack
A single weak password can cost millions. Here's how to stop cyber criminals in their tracks.
.png)
Asseta Unveils a New Brand to Redefine Family Office Management
A New Brand to Reflect Our Momentum and Future Ambitions
How Family Offices Should Leverage AI to Stay Ahead
As AI continues to evolve, it presents unique opportunities for family offices to leverage its capabilities as a competitive advantage. By diving deeper into diverse applications, family offices can position themselves at the forefront of innovation, seizing the potential to outperform peers.
Resource center
Articles
Find Asseta news, articles, guides, and other resources to help finance teams work smarter.
.png)
Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.