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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.

Articles
May 5, 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

How Intelligent AI Enables Family Offices to Stay Nimble and Agile

Intelligent automation, driven by AI and machine learning, is revolutionizing how family offices manage wealth, integrate data, seize opportunities, and safeguard their legacy for future generations.

Articles
November 21, 2024

Who Needs a Family Office?

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

Guides
November 6, 2024

How Asseta Simplifies Accounting for Single Family Offices

Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.

Articles
November 5, 2024

Why it's Time to Modernize your Family Office Systems

Less VLOOKUPs, more clarity, more control, greater wealth preservation.

Articles
October 31, 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

Asseta is featured in Forbes Family Office Software Roundup

The annual family office software roundup gave valuable insights to Family Offices.

Articles
October 25, 2024