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Family Offices

Find the latest resources and guides on family offices.

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

How to setup a Family Office

Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:

Guides

October 15, 2024

The Ultimate Month-end Checklist for Accounting Teams

This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.

Downloads

October 7, 2024

How Real Estate Firms Should Code their Chart of Accounts

A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.

Guides

October 1, 2024

Chart of Accounts Template for Real Estate

Download a free Real Estate Chart of Accounts template.

Downloads

September 25, 2024

How to buy an ERP system

Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.

Articles

September 19, 2024