The tools to plan with purpose.

Asseta’s interactive tools give you practical guidance to build the wealth to make your mark.

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Family Office Mission Statement Generator

Define your legacy with our mission statement generator that guides your family office’s future.

How Much Does It Cost to Run a Family Office? 2026 Benchmarks

How much does it cost to run a family office? 2026 benchmarks from UBS, J.P. Morgan, Campden Wealth, and Morgan Stanley: $875K to $6.6M per year, or 20 to 100 bps of AUM. Benchmark your office with our free calculator.

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.