Family Office Resources

Introducing The Asseta Mobile App

Asseta introduces its mobile app, bringing real time dashboards, bill approvals, and AI powered answers to family offices wherever they are.

Asseta HQ

July 14, 2026

2 minutes

Company News

Announcing the Asseta MCP for Family Offices

Asseta can now link your financial operations to the AI you already work in. A prompt is all it takes.

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.

Citi Institute Identifies Asseta Among the Leading Family Office Accounting Platforms

Citi Institute's 2026 AI in the Family Office report named Asseta among the leading accounting and financial control platforms. Here is what the rest of their data tells us.

Asseta Reaffirms SOC 2 Type II Certification

Asseta has successfully completed our SOC 2 Type II audit, conducted by Johanson Group LLP. No exceptions noted across every control tested over the full audit period.

Best Family Office Accounting Software for 2026

We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.

Stan Perry

April 13, 2026

15 min read

Browse all resources

Introducing The Asseta Mobile App

Announcing the Asseta MCP for Family Offices

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

Citi Institute Identifies Asseta Among the Leading Family Office Accounting Platforms

Asseta Reaffirms SOC 2 Type II Certification

Best Family Office Accounting Software for 2026