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The Family Office Roundup #52

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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:

  • Why governance is becoming the cornerstone of multigenerational family office success
  • Where the world's wealthiest family offices are investing, from public markets to private equity
  • How echo chambers can cloud investment decisions and ways to invite fresh thinking

TOP READS/LISTENS OF THE WEEK

THIS WEEK'S ASORA HIGHLIGHTManaging financial data across banks, custodians, and alternatives is time-consuming and error-prone. Asora solves this with secure, automated aggregation that replaces manual wrangling with clean, consistent data. We've outlined how Asora streamlines data aggregation for family offices, including:

  • Automated feeds from banks and custodians
  • Standardised, analysis-ready data across all sources
  • Clean, structured data from capital calls, K-1s, and investor statements
  • A secure, encrypted environment that's ISO27001 certified and GDPR compliant

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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ISO 27001 Certified
GDPR Compliant