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

• Key global trends in wealth creation, allocation, and family office operations.
• Operational excellence 2025 and how SFOs are evolving investment strategies.
• How Capstone Family Office used Asora to streamline reporting and simplify wealth oversight.

TOP READS/LISTENS OF THE WEEK

• World Wealth Report 2025 (Capgemini)
• The Family Office Operational Excellence Report 2025 (Campden Wealth)
• 2025 Investment Insights for Single Family Offices (BNY Wealth)
• 2025 Global Family Office Survey (BlackRock)
• The Evolution of Family Wealth Management with Henry Brandts-Giesen (Dentons)

THIS WEEK'S ASORA HIGHLIGHTCapstone's move to automated reporting and smarter client meetings Capstone Family Office needed to move beyond spreadsheets to better serve HNW clients. Their goal: centralised data, clearer visibility, and faster reporting.Here's how Asora transformed their operations:

• A single, interactive view of total wealth across entities and asset types
• Time to create reports reduced from hours to minutes
• Clear, timely insights to support faster, more confident decisions
• A seamless client experience with secure, centralised data access

See how Capstone redefined reporting and visibility:

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.