The Family Office Roundup #46

Hey family office professionals, 

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

• How technology is reshaping family offices and its evolving role in wealth management
• The importance of strategic planning and structural “scaffolding” to support long-term family office success
• How generational shifts are shaping the future of family offices

THIS WEEK’S ASORA HIGHLIGHT

Timely and accurate performance reporting is essential for family offices to track investments effectively. 

We’ve outlined how Asora enhances performance reporting, including: 

✅ Offers timely performance tracking with dynamic dashboards.  

✅ Automation of key financial calculations, including IRR, Multiple, Daily TWR, and realised/unrealised gains and losses. 

✅ Benchmarking against major indices and blended benchmarks 

With Asora, family offices can streamline reporting and make data-driven investment decisions.  

Learn how

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.