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Download our chart of accounts template for family offices, our #1 downloaded asset.
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A cumulative family office report brought to you by Asseta, synthesizing 30 studies on capital, talent, and technology across 2,500 family offices.
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 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.
How much money do I need to start a Family Office?
Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:
A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.
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