The Family Office Roundup #42

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

• How family offices can stay future-ready with evolving strategies and technology. 
• The key trends shaping global wealth and family office allocations in private markets. 
• Insights to better understand software solutions tailored for family office needs. 

READER FAVOURITES OF 2024

• Family Office Barometer 2024 (PwC and Julius Baer)
• The future-ready family office (Morgan Stanley)
• Private asset tracking with family office software (Simple & Asora)
• Combating Insider Threats in Family Offices (Presage Global)
• Global Wealth Report 2024 (BCG)

ASORA HIGHLIGHT: 2024

Most family offices face the challenge of having data dispersed across spreadsheets, PDFs, and various platforms, leading to:

❌ bad information

❌ unqualified decision making

To know where to start when trying to achieve an effective data structure, we created a free scorecard based on 6 leading questions. The Data Strategy scorecard helps you to evaluate the effectiveness of your current data management practices and identify areas for improvement.

Access the scorecard

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.