We bring the best content for the family office industry straight to your inbox. Today we cover:

• The latest trends and insights shaping family offices, from future-ready strategies to the evolving role in private markets.
• Key actions to simplify estate planning for heirs and ensure smoother generational wealth transitions.
• The unique challenges and opportunities of embedded family offices in adapting to modern demands.

TOP READS/LISTENS OF THE WEEK

• Family Office Barometer 2024 (PwC and Julius Baer)Â

• Family offices and the future of private markets (Bastiat Partners and Kharis Capital)Â

• 5 things to do now to make your estate simpler for your heirs (WSJ)Â

• The future-ready family office (Morgan Stanley)Â

• The characteristics and challenges of the embedded family office (Family Office Sherpa Podcast)Â

THIS WEEK'S ASORA HIGHLIGHT

Cybersecurity is a critical focus for family offices managing sensitive financial and personal data. We highlight the major threats and offer actionable steps to strengthen security. Key takeaways include: ✅ Identifying threats ✅ Choosing secure software ✅ Best practices for safeguarding data  By addressing these areas, family offices can proactively protect their operations, assets, and reputation from cyber threats.Â

This newsletter is brought to you by Asora - the software for modern family offices.

Asora helps you automate aggregation of bankable and private asset data, generate robust performance monitoring, and customised reporting — all on a single platform.