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Asseta AI Resources
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Decoding the Real Cost (and ROI) of Running a Modern Family Office
How frugal can your family office truly be?
Key Insights from the UBS Global Family Office Report 2025
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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What is a Virtual Family Office
A Virtual Family Office (VFO) is a lean, tech-enabled version of a traditional family office that leverages automation and AI to manage wealth, investments, accounting, and reporting—without needing a large in-house team.
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The Virtual Family Office Era
The rise of the Virtual Family Office is redefining what it takes to manage significant wealth. In this piece, we explore how families with $50M–$300M are using Agentic AI to replace bloated teams, eliminate manual workflows, and operate with the sophistication once reserved for billion-dollar offices. Powered by platforms like Asseta, this new generation of VFOs is lean, automated, and built for the future.
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Asseta AI Achieves SOC 2 Type II Compliance
Reinforcing Our Commitment to Security and Trust
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Family Office Chart of Accounts Template Download
Download our free Family Office Chart of Accounts template.
Family Office Budget and Expense Tracker
Managing the finances of a family office requires precision, transparency, and real-time tracking of multiple revenue streams, operating costs, investment expenses, and family-related expenditures. Without the right tools, keeping financial oversight can become a complex and time-consuming task.
5 Ways Real Estate CFOs Thrive With Asseta
Learn why top family office real estate finance teams partner with Asseta.
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How to Protect your Family Office from a Cyber Attack
A single weak password can cost millions. Here's how to stop cyber criminals in their tracks.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.