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
Articles
April 13, 2026
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Guides

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.

Stan Perry
Guides
June 10, 2026
9 min
Family Offices
Articles

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 HQ
Articles
June 2, 2026
3 minutes
Company news
Company News

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.

Asseta HQ
Company News
May 26, 2026
3 min
Company news
Articles

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
Articles
April 13, 2026
15 min read
Family Offices
General Ledger
Artificial Intelligence
Multi-entity
Multi-currency
Company News

Asseta Welcomes Ryan Tapley, CFA, CPA as Senior Solutions Engineer

Ryan brings over a decade of experience spanning family office advisory, wealth management, financial advisory, and accounting. He joins us from Ford Estates, LLC, where he spent nearly four years as a Wealth Advisor and Wealth Associate, working directly with high-net-worth families on investment strategy, financial planning, and estate management.

Asseta HQ
Company News
March 25, 2026
Company news
Company News

Asseta AI and PKF O’Connor Davies Announce Collaboration to Support Family Office Modernization

Announcing our strategic partnership with PKF to enable family office modernization.

Asseta HQ
Company News
March 18, 2026
2 min
Company news
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