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Family Office Growth Tools
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TEMPLATE
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.
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TEMPLATE
Family Office Budget & Expense Tracker
Manage your family office finances with ease using our free, downloadable CSV template.
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FAMILY OFFICE TOOL
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.
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TEMPLATE
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.
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Asseta AI Raises $4.2 Million to Define the Next Era of Family Office Infrastructure
Announcing our series seed funding co-led by Nyca Partners and Motive Partners.
Top 6 General Ledger Platforms for Multi-Entity Family Offices
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.
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The Top 10 Essential Family Office Accounting Software Solutions for 2025
Discover the top 10 family office accounting software solutions for 2025. From modern FO-native platforms like Asseta AI to enterprise ERPs such as NetSuite and Sage Intacct, this guide compares features, pricing, and best fits for single and multi-family offices.
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The Top 6 Accounting Platforms for Modern Family Offices in 2025
Discover the top 6 accounting softwares for family offices in 2025 and compare which one is best for your single or multi-family office.
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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.
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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.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.