- Wealth Map
- Data Connections
Automate your family office
Schedule DemoBardfour is a newly established single-family office based in Pennsylvania. The office was formed following a real estate liquidity event via the principal’s operating company, and the goal from day one was to build a lean, scalable infrastructure, without any legacy systems to unwind.
The immediate priority was to get full visibility over the family’s total wealth. Assets and ownership structures were already in place, but tracked across disparate files, folders, bank portals, and spreadsheets. Operating agreements lived in one system, investment subscriptions in another, with no consolidated view to tie it all together.
The team wanted to:
- Eliminate manual admin and fragmented data sources
- Build an internal system to manage everything from asset ownership to private investments
- Provide the principal and family with a clear, intuitive view of their wealth
- Support estate planning and entity restructuring without guesswork or back-and-forth
The family office needed a platform that would help them move quickly, adapt as they grew, and avoid getting bogged down in unnecessary complexity.
Reduced files being sent through email by over 50%
Single source of truth for client wealth
When Bardfour began evaluating technology platforms, simplicity and flexibility were non-negotiable.
Bardfour needed to strike the right balance:
- For the family: An intuitive, app-like experience with a clear view of total wealth, without needing to understand every detail
- For the operations team:
- Offer a clear, consolidated view of all assets and ownership structures
- Support estate planning by showing how assets are held and by whom
- Display portfolio allocations in a way that makes rebalancing and investment strategy easier
- Avoid the overhead of hiring a dedicated person just to manage the system
Several providers were ruled out for being:
- Too complex and bloated for a small, growing SFO
- Built with institutional investment teams in mind, not families
- Over-engineered with features Bardfour didn’t need, and pricing to match
Asora stood out as a modern, purpose-built platform for family offices. It balanced usability with operational depth, delivered a clean and intuitive interface, and avoided the clutter of legacy tools.
The deciding factors included:
- Intuitive interface: The family gets a simple, app-like view of their wealth, while the operations team can access granular detail.
- Comprehensive features for the office: Features like IRR tracking, cash flows and private investment monitoring could be configured over time.
- Transparent pricing: No unnecessary modules or complex enterprise-level pricing.
- Accessible product team aligned with the needs of family offices: As Asora is new, Bardfour was able to request features and add to the product roadmap.
Getting up and running was fast and hands-on, with the Bardfour team closely involved from day one.
IMPLEMENTATION TOOK ≤ 4 WEEKS
- A comprehensive picture of the family’s wealth was established early on—core entities, assets, and ownership were mapped quickly
- Bank and investment accounts were connected early, giving the team a consolidated view within weeks
- Onboarding was iterative, with regular feedback loops between Bardfour and the Asora team to adapt the system to their needs
- Today, Pearse monitors asset activity and transactions directly in the platform, with most data flowing in automatically
After implementing Asora, the office now spends significantly less time than before on organising and consolidating reports, as well as performing calculations (such as IRR, MOIC, and DWTR). The platform has become a crucial part of its back office, and it has helped them save around 50-60% of their time in gathering and reconciling quarterly performance data. As a result, K.E. Skye can now allocate more time to monitoring asset allocation and analysing new investments.
- Choose the right fit: Avoid platforms that are built for multi-billion-dollar institutions. Find one that fits your current structure and the way your team actually works.
- Keep it simple: Use a platform that works for the family. They need clarity; the team can manage the complexity behind the scenes.
- Start with structure: Focus first on entities, ownership and key assets to create a clear picture, and then layer in detail over time.
- Build for decisions: Focus on what helps you act quickly and stay aligned with your goals. Don’t get stuck in details that don’t drive outcomes.
Asora has given Bardfour the clarity and structure to move forward with confidence. It’s helped the team gain a deep understanding of the family’s holdings, improve coordination with external advisors, and make faster, better-informed decisions.
The platform is simple for the family to use, but flexible enough for the team to grow into. Bardfour values the hands-on support and ongoing responsiveness of the Asora team—building together, with space to grow.
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