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

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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.

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A single family office provides ultra-wealthy families with full control over investments, governance, and wealth planning through a private, dedicated structure built for long-term legacy and confidentiality.

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Company News

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.

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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.

Single‑Family Offices vs. Multi‑Family Offices

A single‑family office serves one family in a focused, fully integrated way, while a multi‑family office extends its structure and resources across several families. Each model brings different strengths and trade‑offs in terms of control, cost, and scale.

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Chart of Accounts for Family Offices

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