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Navigating multi-entity real estate accounting with Asseta AI

How to navigate the challenges of traditional accounting software.

Josh Summerford, CPA

April 24, 2024

Articles

Unlocking the power of dimensionality in family office accounting

How to leverage custom coded accounting dimensions to unlock insights.

Josh Summerford, CPA

April 24, 2024

Articles

Asseta AI: a new approach to financial management for Family Offices

Announcing the Asseta cloud accounting platform.

Asseta HQ

April 22, 2024

Articles

Integrate your finance tech-stack with Ramp and Asseta

Asseta is excited to announce a brand new partnership and integration with Ramp.

Asseta HQ

March 28, 2024

Articles

Say goodbye to the limitations of Quickbooks for your Family Office

Discover the Asseta advantage.

Asseta HQ

March 20, 2024

Articles

Elevating global finance management with Asseta multi-currency for Family Offices

How to confidently navigate global commerce.

Daniel Kennedy

February 22, 2024

Resource center

Articles

Find Asseta news, articles, guides, and other resources to help finance teams work smarter.

The Great Wealth Reset: 3 Mandates for the Modern Family Office

Discover the key findings from the latest 2025 family office reports tracking the seismic shifts in wealth management. The landscape is being redefined by a historic multi-trillion-dollar wealth transfer to a new generation of HNWIs who have different priorities and a strong preference for digital engagement.

Articles

July 1, 2025

Insights from BlackRock's Family Office Report 2025

Insights and analysis from BlackRock's 2025 Family Office Report

Articles

June 19, 2025

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.

Articles

June 17, 2025

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.

Articles

June 11, 2025

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

Single‑Family Offices vs. Multi‑Family Offices

A single‑family office serves one family in a focused, fully integrated way, while a multi‑family office extends its structure and resources across several families. Each model brings different strengths and trade‑offs in terms of control, cost, and scale.

Articles

October 17, 2025

What is a Single Family Office?

A single family office provides ultra-wealthy families with full control over investments, governance, and wealth planning through a private, dedicated structure built for long-term legacy and confidentiality.

Articles

October 15, 2025

The Top 10 Essential Family Office Accounting Software Solutions for 2025

Discover the top 10 family office accounting software solutions for 2025. From modern FO-native platforms like Asseta AI to enterprise ERPs such as NetSuite and Sage Intacct, this guide compares features, pricing, and best fits for single and multi-family offices.

Articles

September 26, 2025

Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.