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The Family Office Roundup #49

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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:

  • How family offices can prepare for risk, succession, and unexpected transitions.  
  • The growing need for audits, planning, and clarity to avoid future inheritance disputes.
  • Why transparency and structure are essential as family offices evolve behind closed doors.

TOP READS OF THE WEEK

THIS WEEK'S ASORA HIGHLIGHT

We highlight four types of must-have dashboards and what they look like on the Asora platform. Built for timely insights, these dashboards simplify complex wealth data and replace manual reporting. The dashboards include:

  • Net worth & ownership  
  • Performance
  • Accounting  
  • Reconciliation & data integrity

Asora turns complex data into clear, actionable insights.  

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.

Automate your family office today

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