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Family Office Growth Center
Check out the handy templates and models we've developed to help you scale your business, from our mission statement generator to valuation toolsets.
Family Office Growth Tools
Trending downloads
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.
Family Office Budget & Expense Tracker
Manage your family office finances with ease using our free, downloadable CSV template.
Download template ->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 a mission ->Explained: How the 'Big Beautiful Bill' will Impact Family Offices Globally
Learn how the Big Beautiful Bill and the current Tariff wars will impact Family Offices.
Download guide ->Browse all resources
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What is Asseta AI?
Asseta AI is The Family Office Operating System You’ve Been Waiting For
Download: One-Pager for Family Offices on Tariffs and the 'Big Beautiful Bill'
This exclusive Asseta AI one-pager helps family offices navigate the intersection of tax certainty from the One Big Beautiful Bill (OBBBA) and trade volatility driven by Trump-era tariffs.
How the "Big Beautiful Bill" Unlocks Tax Advantages for Family Offices Using Private Jets
Discover how the “Big Beautiful Bill” offers Family Offices significant tax advantages, especially for private jet ownership. Learn about the game-changing 100% bonus depreciation benefit, eligibility requirements, and how Asseta AI helps Family Offices seamlessly navigate compliance and optimize their financial strategies.
Family Office Minimum Net Worth: It’s Not Just About the Number
Wondering about the minimum net worth for a family office? It’s not just about a specific number. Discover the key financial requirements and services for single, multi, and virtual family offices to find the right structure to manage your wealth and secure your legacy.
The Great Wealth Reset: 3 Mandates for the Modern Family Office
Discover the key findings from the latest 2025 family office reports tracking the seismic shifts in wealth management. The landscape is being redefined by a historic multi-trillion-dollar wealth transfer to a new generation of HNWIs who have different priorities and a strong preference for digital engagement.
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Insights from BlackRock's Family Office Report 2025
Insights and analysis from BlackRock's 2025 Family Office Report
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Insights from the 2025 Campden Wealth Family Office Operational Excellence Report
Discover the latest insights from Campden Wealth's new 2025 Family Office Operational Excellence Report.
Insights from the Capgemini 2025 World Wealth Report
Everyone in finance is talking about the Great Wealth Transfer. The headline figure—an astounding $83.5 trillion poised to move between generations by 2048—is enough to command attention. But focusing only on the dollar amount is a critical mistake.
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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.