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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
Choose topics or categories you are interested in to see relevant content.
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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.
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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.
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Asseta AI Achieves SOC 2 Type II Compliance
Reinforcing Our Commitment to Security and Trust
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Family Office Chart of Accounts Template Download
Download our free Family Office Chart of Accounts template.
Family Office Budget and Expense Tracker
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.
5 Ways Real Estate CFOs Thrive With Asseta
Learn why top family office real estate finance teams partner with Asseta.
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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.
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Acropolis Capital Partners Selects Asseta as Their Family Office Technology Partner
Learn why Acropolis selected and how Asseta enables multi-family offices with the powerful technology.
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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.