Asseta AI has raised a $4.2M Seed Round from Nyca Partners and Motive Partners!Read more
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.
Discover the top 6 accounting softwares for family offices in 2025 and compare which one is best for your single or multi-family office.
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.
Learn why top family office real estate finance teams partner with Asseta.
How much money do I need to start a Family Office?
Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.
Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:
This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.
A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.
Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.
And build a foundation of strong financial stewardship.
How configuring your accounting data helps you make better decisions.
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