The Family Office Roundup #44

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

• The evolving landscape for family offices and private principal investors. 
• Key trends in startup investments, including generative AI and the growth of club deals. 
• The professionalisation of single-family offices and shifting wealth management strategies. 

THIS WEEK’S ASORA HIGHLIGHT

Family offices handle diverse assets, but outdated processes lead to inefficiencies. Consolidated reporting platforms like Asora solve this by:  

✅ Aggregating data from all accounts into one system 

✅ Dynamic dashboards and reports to monitor portfolio performance metrics  

✅ Seamless tracking of private and alternative investments  

✅ Secure document sharing and task management for teams  

✅ Advanced security with encryption and ISO certifications  

Learn how these capabilities help modernise family offices. 

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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.