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Guides

Navigating inter-company transactions for Family Offices

How to automate intercompany activity with Asseta

Josh Summerford, CPA
Guides
May 14, 2024
Inter-company Activity
Family Offices
Private Equity
Real estate
Renewable Energy
Guides

How to simplify your Family Office month-end close

Reduce your month-end with automated accounting workflows.

Josh Summerford, CPA
Guides
April 2, 2024
General Ledger
Guides

Unlocking the power of dimensionality in family office real estate accounting

How to unlock clarity and insight in your multi-entity real estate operations.

Asseta HQ
Guides
February 9, 2024
Dimensions
Guides

Resource: 6 ways QuickBooks is holding your family office back

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

Asseta HQ
Guides
January 25, 2024
QuickBooks
Chart of accounts
General Ledger
Multi-currency
Private Equity
Guides

What are APIs and how should family offices think about them?

APIs play a crucial role in enabling the integration of diverse software systems.

Daniel Kennedy
Guides
January 11, 2024
Integrations
Guides

What are some best practices to keep your family office chart of accounts clean?

How to maintain a clean, streamlined, and organized chart of accounts.

Asseta HQ
Guides
January 4, 2024
Chart of accounts

Resource center

Guides

Find the latest accounting resources and best practices.

Who Needs a Family Office?

How much money do I need to start a Family Office?

Guides
November 6, 2024

Why Specialized Accounting Software is Essential for Family Offices

Specialized accounting software is essential for family offices due to the unique demands of managing complex, multi-generational wealth.

Guides
October 29, 2024

Top 10 Technology Essentials to Digitize your Family Office

Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.

Guides
October 23, 2024

How to setup a Family Office

Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:

Guides
October 15, 2024

Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.