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Family Offices

Find the latest resources and guides on family offices.

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

Insights from BlackRock's Family Office Report 2025

Insights and analysis from BlackRock's 2025 Family Office Report

Articles
June 19, 2025

Insights from the 2025 Campden Wealth Family Office Operational Excellence Report

Discover the latest insights from Campden Wealth's new 2025 Family Office Operational Excellence Report.

Articles
June 17, 2025

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

How 351 Exchanges and Asseta AI Benefit Family Offices

How to optimize tax efficiency and financial visibility with 351 Exchanges and Asseta AI

Articles
June 4, 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

Asseta AI Achieves SOC 2 Type II Compliance

Reinforcing Our Commitment to Security and Trust

Articles
April 11, 2025

Family Office Chart of Accounts Template Download

Download our free Family Office Chart of Accounts template.

Downloads
March 18, 2025

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.

Downloads
March 6, 2025