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The Family Office Roundup #65

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This week, we cover:

  • A comprehensive roundup of family office software
  • What to prioritise when setting up or restructuring a family office
  • The growing influence of family offices in industries like music and venture capital

TOP READS OF THE WEEK

  • 2025 Family Office Software Roundup (Francois Botha)
  • Starting a Family Office? Do These Three Things First (Institutional Investor)
  • Meet the New Disruptor in the Music Business: The Family Office (SPIN)
  • Family office CEOs find themselves ‘at the intersection of patience and change’ (Canadian Family Offices)
  • What makes wealthy families choose their model of family office (Crain Currency)

THIS WEEK'S ASORA HIGHLIGHT

Disparate data and disconnected tools are still the norm in many family offices. The result is slower reporting, security gaps, and a lack of confidence in decision-making.

We’ve outlined the top 10 challenges in data aggregation and reporting, including:

  • Inconsistent data across sources and asset classes
  • Manual workarounds that delay reporting cycles
  • Lack of scalability, flexibility, and audit-ready structure

These issues compound over time unless addressed with the right systems. Read the full post to see how to simplify your reporting foundation.

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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