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Family Offices

Find the latest resources and guides on family offices.

Introducing The Asseta Mobile App

Asseta introduces its mobile app, bringing real time dashboards, bill approvals, and AI powered answers to family offices wherever they are.

Company News
July 14, 2026

Announcing the Asseta MCP for Family Offices

Asseta can now link your financial operations to the AI you already work in. A prompt is all it takes.

Company News
June 23, 2026

How Much Does It Cost to Run a Family Office? 2026 Benchmarks

How much does it cost to run a family office? 2026 benchmarks from UBS, J.P. Morgan, Campden Wealth, and Morgan Stanley: $875K to $6.6M per year, or 20 to 100 bps of AUM. Benchmark your office with our free calculator.

Guides
June 10, 2026

Best Family Office Accounting Software for 2026

We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.

Articles
April 13, 2026

5 Ways AI Is Transforming Family Office Accounting in 2026

The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

Articles
February 1, 2026

Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Company News
January 23, 2026

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

Company News
December 22, 2025

Asseta AI Raises $4.2 Million to Define the Next Era of Family Office Infrastructure

Announcing our series seed funding co-led by Nyca Partners and Motive Partners.

Company News
November 18, 2025

Top 6 General Ledger Platforms for Multi-Entity Family Offices

Discover the top 6 family office accounting platforms with built-in general ledgers for multi-entity management. Compare Asseta AI, Eton Solutions, Sage Intacct, Archway, FundCount, and QuickBooks Enterprise to find the best GL system for unified reporting, automation, and control.

Articles
November 6, 2025

Single‑Family Offices vs. Multi‑Family Offices

A single‑family office serves one family in a focused, fully integrated way, while a multi‑family office extends its structure and resources across several families. Each model brings different strengths and trade‑offs in terms of control, cost, and scale.

Articles
October 17, 2025

What is a Single Family Office?

A single family office provides ultra-wealthy families with full control over investments, governance, and wealth planning through a private, dedicated structure built for long-term legacy and confidentiality.

Articles
October 15, 2025

The Top 10 Essential Family Office Accounting Software Solutions for 2025

Discover the top 10 family office accounting software solutions for 2025. From modern FO-native platforms like Asseta AI to enterprise ERPs such as NetSuite and Sage Intacct, this guide compares features, pricing, and best fits for single and multi-family offices.

Articles
September 26, 2025