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Insights from BlackRock's Family Office Report 2025

Insights and analysis from BlackRock's 2025 Family Office Report

Asseta HQ
Articles
June 19, 2025
Artificial Intelligence
Family Offices
Articles

Insights from the 2025 Campden Wealth Family Office Operational Excellence Report

Discover the latest insights from Campden Wealth's new 2025 Family Office Operational Excellence Report.

Asseta HQ
Articles
June 17, 2025
Artificial Intelligence
Family Offices
Reporting
Articles

Insights from the Capgemini 2025 World Wealth Report

Everyone in finance is talking about the Great Wealth Transfer. The headline figure—an astounding $83.5 trillion poised to move between generations by 2048—is enough to command attention. But focusing only on the dollar amount is a critical mistake.

Stan Perry
Articles
June 11, 2025
Family Offices
Artificial Intelligence
Reporting
Articles

Asseta Welcomes Madison Pitel as Founding Account Executive

Learn about our newest Founding Account Executive hire!

Dean Palmiter
Articles
June 9, 2025
Company news
Articles

How 351 Exchanges and Asseta AI Benefit Family Offices

How to optimize tax efficiency and financial visibility with 351 Exchanges and Asseta AI

Asseta HQ
Articles
June 4, 2025
Family Offices
Artificial Intelligence
Articles

Decoding the Real Cost (and ROI) of Running a Modern Family Office

How frugal can your family office truly be?

Stan Perry
Articles
May 28, 2025
Artificial Intelligence
Family Offices

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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.

Articles
June 2, 2026

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.

Articles
April 13, 2026

5 Ways AI Is Transforming Family Office Accounting in 2026

The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

Articles
February 1, 2026

Top 6 General Ledger Platforms for Multi-Entity Family Offices

Discover the top 6 family office accounting platforms with built-in general ledgers for multi-entity management. Compare Asseta AI, Eton Solutions, Sage Intacct, Archway, FundCount, and QuickBooks Enterprise to find the best GL system for unified reporting, automation, and control.

Articles
November 6, 2025