Find Asseta news, articles, guides, and other resources to help finance teams work smarter.
Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.
Less VLOOKUPs, more clarity, more control, greater wealth preservation.
Ultra-high-net-worth families are increasingly turning to single family offices (SFOs) to manage their wealth effectively. But what exactly is a single family office, and how can it benefit your family’s financial legacy?
The annual family office software roundup gave valuable insights to Family Offices.
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.
.svg)
.png)
.png)
.webp)
