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Resource center

Cybersecurity

Learn how to protect your Family Office from cyber threats.

The Great Wealth Reset: 3 Mandates for the Modern Family Office

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.

Articles
July 1, 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

Asseta AI Achieves SOC 2 Type II Compliance

Reinforcing Our Commitment to Security and Trust

Articles
April 11, 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
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