Find Asseta news, articles, guides, and other resources to help finance teams work smarter.
As AI continues to evolve, it presents unique opportunities for family offices to leverage its capabilities as a competitive advantage. By diving deeper into diverse applications, family offices can position themselves at the forefront of innovation, seizing the potential to outperform peers.
Intelligent automation, driven by AI and machine learning, is revolutionizing how family offices manage wealth, integrate data, seize opportunities, and safeguard their legacy for future generations.
Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.
Less VLOOKUPs, more clarity, more control, greater wealth preservation.
We are excited to share that Nathan Kotler has joined Asseta as our Head of Investments, a key leadership hire as we expand our investment product capabilities for family offices worldwide.
Discover how the “Big Beautiful Bill” offers Family Offices significant tax advantages, especially for private jet ownership. Learn about the game-changing 100% bonus depreciation benefit, eligibility requirements, and how Asseta AI helps Family Offices seamlessly navigate compliance and optimize their financial strategies.
Wondering about the minimum net worth for a family office? It’s not just about a specific number. Discover the key financial requirements and services for single, multi, and virtual family offices to find the right structure to manage your wealth and secure your legacy.
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.
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