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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 Cost Benchmarking Calculator
Understand how you stack up amongst your family office peers with our free benchmarking cost tool.
Calculator
Family Office Tool
2026 Family Office Tax Calendar
Never miss a critical tax deadline. Our 2026 Family Office Tax Calendar helps you track federal filing dates, estimated tax payments, and regulatory deadlines.
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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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5 Ways AI Is Transforming Family Office Accounting in 2026
The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.
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Letter from our CEO
Reflections on 2025 and Ambitions for 2026
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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.
