Find the latest resources and guides on family offices.
Specialized accounting software is essential for family offices due to the unique demands of managing complex, multi-generational wealth.
The annual family office software roundup gave valuable insights to Family Offices.
Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.
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:
This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.
Download a free Family Office Chart of Accounts template.
A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.
Download a free Real Estate Chart of Accounts template.
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.
How configuring your accounting data helps you make better decisions.
How Asseta makes multi-currency easy.
How to build a powerful chart of accounts.
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