Knowledge HUB
Featured article
How to vet family office software vendors in the age of AI
We’ve created a no-nonsense guide on what to look for (and what to run from) to help you vet high-promise vendors in the AI era.
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Aleta’s Data Cube: Turning Fragmented Wealth Data into Trusted Insight
Discover how Aleta’s Data Cube enables financial data power users to explore their wealth in greater depth with live connections to Power BI and Excel or any other BI tool.
Nov 11, 2025
Family offices
The Aleta Data Cube: A Custom Reporting Superpower – Q&A with CEO Ken Gamskjaer
Discover how family offices connect Aleta’s Data Cube directly to Power BI and Excel to supercharge their custom reporting capabilities with no need for an API.
Nov 10, 2025
Family offices
From Spreadsheets to Strategy: How Consolidation Frees Family Offices to Focus on What Matters
Family offices are drowning in manual reconciliations. Discover how true consolidation reduces stress, ensures accuracy, and builds generational trust.
Oct 21, 2025
Family offices
Trends and Future Outlook for Family Offices in 2025 and Beyond
Explore the key trends shaping family offices in 2025, including tech adoption, investment shifts, and succession planning. See what the future holds for global wealth management.
Oct 17, 2025
Family offices,
AI
Consolidation vs. Aggregation: Why Family Offices Need More Than Just Data Collection
Discover why aggregation isn’t enough for family offices – and how consolidation delivers accuracy, trust, and clarity for multi-generational wealth.
Oct 13, 2025
Family offices
Mobile-First vs. Mobile-Friendly: Why Family Offices Must Bridge the Gap for Next-Gen Wealth
Family offices can’t afford “mobile-friendly.” Learn why mobile-first apps like Aleta are essential to engage Millennials and Gen Z in wealth management.
Oct 07, 2025
Family offices,
NextGen
Regulation and Compliance in Family Offices
Explore how family offices can navigate complex regulations across jurisdictions with clear governance, coordinated reporting, and resilient compliance frameworks.
Oct 02, 2025
Family offices
What Is the Best Wealth Management App for Family Offices?
Discover the best wealth management app for family offices. Learn what features matter most – from mobile-first access to full asset consolidation.
Oct 01, 2025
Family offices,
NextGen
Understanding Family Office Services in a New Era of Wealth Management
Explore what modern family office services offer – from investment and tax strategy to legacy planning, governance, and next-gen leadership.
Aug 28, 2025
Family offices
AI is the key to winning the wealth clients of the future
The next generation of wealth owners is placing new demands on their wealth managers, and they expect AI to be part of the client experience.
Aug 26, 2025
AI,
NextGen
Governance and Succession Planning in Family Offices: How to Future-Proof Leadership and Legacy Across Generations
Learn how family offices can structure governance and succession planning to ensure continuity, reduce risk, and prepare next-gen leadership across generations.
Aug 19, 2025
Family offices
Family offices love investing in AI – but are they using it?
Family offices are laser-focused on AI as an investment theme but hesitant to use it in their own operations. We unpack this disconnect and what it means for family offices and vendors.
Jul 23, 2025
AI,
Family offices
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