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Downloadable content to help your finance ops.

What is Asseta AI?

Asseta AI is The Family Office Operating System You’ve Been Waiting For

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September 9, 2025

Download: One-Pager for Family Offices on Tariffs and the 'Big Beautiful Bill'

This exclusive Asseta AI one-pager helps family offices navigate the intersection of tax certainty from the One Big Beautiful Bill (OBBBA) and trade volatility driven by Trump-era tariffs.

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August 14, 2025

Family Office Chart of Accounts Template Download

Download our free Family Office Chart of Accounts template.

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March 18, 2025

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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March 6, 2025