5 Ways Real Estate CFOs Thrive With Asseta

March 5, 2025

5 Ways Real Estate CFOs Thrive With Asseta

Josh Summerford, CPA

Head of Finance

Download now:

Smarter family office finance

Unified accounting, investment tracking, entity management, and reporting—purpose-built for family offices.

A thorough guide for family offices on how to navigate, consolidate and thrive with any real-estate portfolio.

Topics

Browse our resources

Choose topics or categories you are interested in to see relevant content.

Company News

Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

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.

Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

January 23, 2026

Company News

Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

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.

Dean Palmiter

November 18, 2025

3 min

Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.