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The Family Office Roundup #46

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Hey family office professionals, We bring the best content for the family office industry straight to your inbox. This week, we cover: Â

  • How technology is reshaping family offices and its evolving role in wealth management
  • The importance of strategic planning and structural “scaffolding” to support long-term family office success
  • How generational shifts are shaping the future of family offices

 TOP READS/LISTENS OF THE WEEK

THIS WEEK'S ASORA HIGHLIGHTTimely and accurate performance reporting is essential for family offices to track investments effectively. We've outlined how Asora enhances performance reporting, including: ✅ Offers timely performance tracking with dynamic dashboards.  ✅ Automation of key financial calculations, including IRR, Multiple, Daily TWR, and realised/unrealised gains and losses. ✅ Benchmarking against major indices and blended benchmarks With Asora, family offices can streamline reporting and make data-driven investment decisions. 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.

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