Find Asseta news, articles, guides, and other resources to help finance teams work smarter.
Insights and analysis from BlackRock's 2025 Family Office Report
Discover the latest insights from Campden Wealth's new 2025 Family Office Operational Excellence 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.
Learn about our newest Founding Account Executive hire!
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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