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The Family Office Roundup #59

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

  • The evolving COO role and strategies for running efficient family offices.
  • The most common mistakes family offices make and how to avoid them.
  • Key challenges in managing significant wealth and navigating global trends.

TOP READS/LISTENS OF THE WEEK

THIS WEEK'S ASORA HIGHLIGHT

Technology is changing how wealth is managed. Virtual Family Offices (VFOs) give families access to the services of a traditional family office, but without the physical setup. With lean teams and digital tools, they offer flexibility, visibility, and control from anywhere. We break down what makes a VFO work:

  • A single digital platform brings together advisors, documents, and workflows
  • Virtual teams reduce overhead while maintaining service quality
  • Operational efficiency increases through automation and integrated systems
  • Families retain oversight and control while working with fewer internal resources

Read the full guide to explore whether a VFO could be right for your setup.

Automate your family office today

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