Browse all resources

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

Articles

How Intelligent AI Enables Family Offices to Stay Nimble and Agile

Intelligent automation, driven by AI and machine learning, is revolutionizing how family offices manage wealth, integrate data, seize opportunities, and safeguard their legacy for future generations.

Dean Palmiter
Articles
November 21, 2024
General Ledger
Family Offices
Integrations
Inter-company Activity
Multi-currency
Articles

How Asseta Simplifies Accounting for Single Family Offices

Traditional accounting softwares and spreadsheets hinder Family Office wealth and finance preservation.

Josh Summerford, CPA
Articles
November 5, 2024
Family Offices
Dimensions
Reporting
QuickBooks
Inter-company Activity
Articles

Why it's Time to Modernize your Family Office Systems

Less VLOOKUPs, more clarity, more control, greater wealth preservation.

Asseta HQ
Articles
October 31, 2024
Family Offices
General Ledger
Inter-company Activity
Multi-currency
Multi-entity
Articles

Understanding Single Family Offices: A Comprehensive Guide

Ultra-high-net-worth families are increasingly turning to single family offices (SFOs) to manage their wealth effectively. But what exactly is a single family office, and how can it benefit your family’s financial legacy?

Asseta HQ
Articles
October 30, 2024
Family Offices
Articles

Asseta is featured in Forbes Family Office Software Roundup

The annual family office software roundup gave valuable insights to Family Offices.

Dean Palmiter
Articles
October 25, 2024
Company news
Family Offices
General Ledger
Multi-entity
Real estate
Articles

Critical Accounting Processes for True Financial Consolidation

While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.

Dean Palmiter
Articles
October 9, 2024
Inter-company Activity
General Ledger
Dimensions
Reporting

Resource center

Articles

Find Asseta news, articles, guides, and other resources to help finance teams work smarter.

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.

Articles
February 1, 2026

Top 6 General Ledger Platforms for Multi-Entity Family Offices

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.

Articles
November 6, 2025

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.

Articles
October 17, 2025

What is a Single Family Office?

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.

Articles
October 15, 2025

Chart of Accounts for Family Offices

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