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General Ledger

The most imporant piece of the accounting tech stack.

Download: One-Pager for Family Offices on Tariffs and the 'Big Beautiful Bill'

This exclusive Asseta AI one-pager helps family offices navigate the intersection of tax certainty from the One Big Beautiful Bill (OBBBA) and trade volatility driven by Trump-era tariffs.

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August 14, 2025

How the "Big Beautiful Bill" Unlocks Tax Advantages for Family Offices Using Private Jets

Discover how the “Big Beautiful Bill” offers Family Offices significant tax advantages, especially for private jet ownership. Learn about the game-changing 100% bonus depreciation benefit, eligibility requirements, and how Asseta AI helps Family Offices seamlessly navigate compliance and optimize their financial strategies.

Articles

July 21, 2025

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

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

Family Office Chart of Accounts Template Download

Download our free Family Office Chart of Accounts template.

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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.

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March 6, 2025