Resource: 6 ways QuickBooks is holding your family office back

Asseta HQ

Download now:

Smarter family office finance

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

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

Topics

Browse our resources

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

Articles

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.

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.

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.