Asseta AI has raised a $4.2M Seed Round from Nyca Partners and Motive Partners!Read more
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.
Reinforcing Our Commitment to Security and Trust
Download our free Family Office Chart of Accounts template.
Managing the finances of a family office requires precision, transparency, and real-time tracking of multiple revenue streams, operating costs, investment expenses, and family-related expenditures. Without the right tools, keeping financial oversight can become a complex and time-consuming task.
Learn why Acropolis selected and how Asseta enables multi-family offices with the powerful technology.
A New Brand to Reflect Our Momentum and Future Ambitions
As we approach 2025, family offices are poised for significant evolution and agility. We analyzed the leading private wealth managers whitepapers and surveys. Here is what we learned.
Less VLOOKUPs, more clarity, more control, greater wealth preservation.
Ultra-high-net-worth families are increasingly turning to single family offices (SFOs) to manage their wealth effectively. But what exactly is a single family office, and how can it benefit your family’s financial legacy?
Specialized accounting software is essential for family offices due to the unique demands of managing complex, multi-generational wealth.
Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.
Download a free Real Estate Chart of Accounts template.
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