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Family Offices

Find the latest resources and guides on family offices.

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

2025 Family Office Playbook: Key Takeaways from Our In-Depth Analysis

As we approach 2025, family offices are poised for significant evolution and agility. We analyzed the leading private wealth managers whitepapers and surveys. Here is what we learned.

Whitepapers
December 14, 2024

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

Understanding Single Family Offices: A Comprehensive Guide

Ultra-high-net-worth families are increasingly turning to single family offices (SFOs) to manage their wealth effectively. But what exactly is a single family office, and how can it benefit your family’s financial legacy?

Articles
October 30, 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

Top 10 Technology Essentials to Digitize your Family Office

Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.

Guides
October 23, 2024