Home  /Resources   /
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:

Table of contents
    Upgrade your family office
    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

    Real estate
    Multi-entity
    General Ledger
    Family Offices
    Reporting
    Inter-company Activity
    Dimensions
    Artificial Intelligence
    Integrations

    Browse our resources

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

    How Much Does It Cost to Run a Family Office? 2026 Benchmarks

    How much does it cost to run a family office? 2026 benchmarks from UBS, J.P. Morgan, Campden Wealth, and Morgan Stanley: $875K to $6.6M per year, or 20 to 100 bps of AUM. Benchmark your office with our free calculator.

    Stan Perry
    June 10, 2026
    9 min
    Articles

    Best Family Office Accounting Software for 2026

    We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.

    Stan Perry
    April 13, 2026
    15 min read
    Articles

    5 Ways AI Is Transforming Family Office Accounting in 2026

    The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

    Stan Perry
    February 1, 2026
    15min
    Articles

    5 Ways AI Is Transforming Family Office Accounting in 2026

    The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

    February 1, 2026
    Guides

    How Much Does It Cost to Run a Family Office? 2026 Benchmarks

    How much does it cost to run a family office? 2026 benchmarks from UBS, J.P. Morgan, Campden Wealth, and Morgan Stanley: $875K to $6.6M per year, or 20 to 100 bps of AUM. Benchmark your office with our free calculator.

    Stan Perry
    Guides
    June 10, 2026
    9 min
    Family Offices
    Articles

    Citi Institute Identifies Asseta Among the Leading Family Office Accounting Platforms

    Citi Institute's 2026 AI in the Family Office report named Asseta among the leading accounting and financial control platforms. Here is what the rest of their data tells us.

    Asseta HQ
    Articles
    June 2, 2026
    3 minutes
    Company news
    Company News

    Asseta Reaffirms SOC 2 Type II Certification

    Asseta has successfully completed our SOC 2 Type II audit, conducted by Johanson Group LLP. No exceptions noted across every control tested over the full audit period.

    Asseta HQ
    Company News
    May 26, 2026
    3 min
    Company news