Find Asseta news, articles, guides, and other resources to help finance teams work smarter.
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.
While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.
Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.
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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