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Family Office Growth Tools
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TEMPLATE
Family Office Chart of Accounts
Our most downloaded asset. We’ve prepared a comprehensive Single-Family Office Chart of Accounts. Get a head start on organizing your accounting function with this purpose-built family office template.
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TEMPLATE
Family Office Budget & Expense Tracker
Manage your family office finances with ease using our free, downloadable CSV template.
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FAMILY OFFICE TOOL
Family Office Mission Statement Generator
Craft the foundation of you family office by answering five simple questions and we'll automatically create a mission statement you can share with the world.
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Family Office Tool
2026 Family Office Tax Calendar
Never miss a critical tax deadline. Our 2026 Family Office Tax Calendar helps you track federal filing dates, estimated tax payments, and regulatory deadlines.
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How 351 Exchanges and Asseta AI Benefit Family Offices
How to optimize tax efficiency and financial visibility with 351 Exchanges and Asseta AI
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Decoding the Real Cost (and ROI) of Running a Modern Family Office
How frugal can your family office truly be?
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.
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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.
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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.
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Browse all resources
Choose topics or categories you are interested in to see relevant content.
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.
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.
What is Asseta AI?
Asseta AI is The Family Office Operating System You’ve Been Waiting For
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.
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Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.