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Josh Summerford, CPA

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.

Article

May 2, 2025

5 Ways Real Estate CFOs Thrive With Asseta

Learn why top family office real estate finance teams partner with Asseta.

Whitepaper

March 5, 2025

Who Needs a Family Office?

How much money do I need to start a Family Office?

Guide

November 6, 2024

How Asseta Simplifies Accounting for Single Family Offices

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

Article

November 5, 2024

How to setup a Family Office

Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:

Guide

October 15, 2024

The Ultimate Month-end Checklist for Accounting Teams

This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.

Download

October 7, 2024

How Real Estate Firms Should Code their Chart of Accounts

A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.

Guide

October 1, 2024

How to buy an ERP system

Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.

Article

September 19, 2024