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Multi-entity

Navigating mult-entity finance.

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

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

The Top 6 Accounting Platforms for Modern Family Offices in 2025

Discover the top 6 accounting softwares for family offices in 2025 and compare which one is best for your single or multi-family office.

Articles
September 24, 2025

What is Asseta AI?

Asseta AI is The Family Office Operating System You’ve Been Waiting For

Downloads
September 9, 2025

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.

Downloads
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

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.

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

5 Ways Real Estate CFOs Thrive With Asseta

Learn why top family office real estate finance teams partner with Asseta.

Whitepapers
March 5, 2025