Asseta

With over $110B in family office assets on platform, Asseta is The Intelligent Family Office Suite®.

[Asseta @AssetaAI]

A safer, smarter, more innovative financial network starts with accounting software rooted in visibility, security and truth.

That’s Asseta. The Intelligent Family Office Suite®.

[Asseta @AssetaAI]

@Digitalalchemy0 @liechti_dev @X Let us know when would be a good time here and we'll arrange the chat. Looking forward to it.
https://t.co/cLMw5FiwZi

[Asseta @AssetaAI]

Where family office professionals meet: live demos, summits and conversations with the people who run offices.

Three events next week. Reserve your seat: https://t.co/nSAK7YGPFt

#FamilyOffice #WealthTech

[Asseta @AssetaAI]

We synthesized 30 leading research studies covering more than 2,500 family offices worldwide. The result is a clear look at capital, talent, technology and succession in a $6 trillion industry.

Read the State of the Family Office Report 2026: https://t.co/mENVxAqL84

[Asseta @AssetaAI]

@VaibhavSpace Asking what you would refuse to sell is a legacy question. The answer shows what you are really building. Thank you for sharing the story.

[Asseta @AssetaAI]

@TheFinancian_ Breadth is a strength, and it takes data discipline. Bonds, currencies and commodities across several entities and custodians mean more to reconcile. The edge only works if you can see your full exposure quickly. Thank you for the great content.

[Asseta @AssetaAI]

@Digitalalchemy0 @liechti_dev @X Great to see more family office voices here. We build software for family offices and would love to connect.

[Asseta @AssetaAI]

@Holland_Knight @ChicagoBarAssoc Thank you for hosting this. Which structure do you see working best in practice: an investment committee, a family council or both? Curious what the panel found.

[Asseta @AssetaAI]

@MrFamilyOffice Agreed, this is great content. "We serve family offices" tells them nothing. Name the problem you solve, the size of office and the role you work with. Specifics earn the first reply.

[Asseta @AssetaAI]

@CNBC Fewer, bigger bets put more weight on each position. UBS found 60% of offices plan allocation changes this year, a record. Knowing exactly what you own across every entity comes first.

[Asseta @AssetaAI]

@pavelprata Helpful framing. Fear also lives in operations: reporting quality, valuation clarity and how fast a GP answers a data request. The GPs who make diligence easy remove fear before the LP asks.

[Asseta @AssetaAI]

@FamOfficeLists Preparing the next generation is where the work gets real. UBS found only 27% of offices keep a structured next-gen education process. Stewardship starts well before the handover.

[Asseta @AssetaAI]

@Gcharlopmd Great perspective. Holistic also works better when the office has one clear view of everything the family spends and owns, including household, travel and health. Lifestyle management and financial clarity support each other.

[Asseta @AssetaAI]

Two rooms. 30 seats. Dallas.

Last Tuesday, Asseta joined ORCA and HCVT at Park House Dallas for a full day with the family office community: a breakfast for single family office executives, followed by a lunch for multi-family offices.

To everyone who joined us in Dallas: thank you for the conversation and for building toward what's next in family office operations, together.

For more events, visit: https://t.co/gTXG6KeaBv

[Asseta @AssetaAI]

@FamBizSuccess Learning to talk about the business before the handoff matters. UBS finds 45% of offices involve the next generation in any capacity, and only 27% maintain a structured education process. Starting in high school is a strong head start.

[Asseta @AssetaAI]

@FamilyBizUK Confidence is high. Preparation is less certain. 59% of offices expect a generational transition within ten years (Bank of America, 2025), yet only 28% of North American offices hold a formal written succession plan (Campden Wealth, 2025 data).

[Asseta @AssetaAI]

@vessikapoulian 83% of @jpmorgan -surveyed offices have formal governance structures, yet only 28% of @UBS and @AgreusLimited respondents call oversight of decision makers effective. The structures exist. Enforcement seems to lag.

[Asseta @AssetaAI]

Quiet wealth can also get quieter with the use of AI. Used professionally, with dynamic guardrails, AI cuts manual work and keeps sensitive data in fewer hands. 22% of family offices use it for operational automation (Citi, 2025), and data privacy is the constraint behind every tooling choice.

[Asseta @AssetaAI]

@MattBennetter1 This matches the data. 86% of family offices lack a clear succession plan for their key decision makers (J.P. Morgan, 2026). Relationships are hard to document, but processes and records can be. That is usually where the first fix starts.

[Asseta @AssetaAI]

@File_forms A modern back office matters for family offices. Many entities, small teams, the same compliance load. This was a very informative discussion.

[Asseta @AssetaAI]

@natashamalpani @MrFamilyOffice Asset class definitely drives a lot of it. Offices average 42% in alternatives (UBS, 2026), and private holdings add capital calls, K-1s, and partnership accounting. That work often sits with one or two people, which is where the key person risk builds.