Find Asseta news, articles, guides, and other resources to help finance teams work smarter.
Learn about our first Foundational Account Executive hire!
A New Brand to Reflect Our Momentum and Future Ambitions
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.
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!
How frugal can your family office truly be?
What drives family office decisions? Insights from the first 2025 Family Office report reveal the importance of the human element in wealth management, tech, and legacy.
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