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What is Asseta AI?
Asseta AI is The Family Office Operating System You’ve Been Waiting For
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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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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.
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The Ultimate Month-end Checklist for Accounting Teams
This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.
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Chart of Accounts Template for Real Estate
Download a free Real Estate Chart of Accounts template.
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Downloadable content to help your finance ops.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.