The Family Office Roundup #40

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

• The basics of wealth reporting and the case for outsourcing investments 
• How women are transforming family office technology  
• How family offices are adopting emerging tech to optimise operations 

TOP READS OF THE WEEK

• Wealth reporting 101 (Cape May Wealth) 
• Goldman pitches a personal CFO to the ultrawealthy (WSJ) 
• Women in wealthtech: Female leaders reshaping family office technology (Francois Botha for Forbes) 
• Should you outsource your investment? (Paul Westall for Forbes) 
• Family offices turn to emerging tech for operations (The Family Office Professional) 

THIS WEEK’S ASORA HIGHLIGHT

Effective reporting is key for family offices to maintain transparency and make informed decisions. We’ve outlined some best practices that can enhance reporting efficiency and accuracy. 

Read now

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.