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Insights from the Capgemini 2025 World Wealth Report

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.

Articles
June 11, 2025

Decoding the Real Cost (and ROI) of Running a Modern Family Office

How frugal can your family office truly be?

Articles
May 28, 2025

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.

Articles
May 23, 2025

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.

Articles
May 5, 2025

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.

Articles
May 2, 2025

5 Ways Real Estate CFOs Thrive With Asseta

Learn why top family office real estate finance teams partner with Asseta.

Whitepapers
March 5, 2025

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.

Articles
February 24, 2025

Acropolis Capital Partners Selects Asseta as Their Family Office Technology Partner

Learn why Acropolis selected and how Asseta enables multi-family offices with the powerful technology.

Case Study
February 12, 2025

Asseta Unveils a New Brand to Redefine Family Office Management

A New Brand to Reflect Our Momentum and Future Ambitions

Articles
February 5, 2025

How Family Offices Should Leverage AI to Stay Ahead

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.

Articles
December 4, 2024