The Family Office Roundup #49

Hey family office professionals, 

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

• How family offices can prepare for risk, succession, and unexpected transitions.  
• The growing need for audits, planning, and clarity to avoid future inheritance disputes. 
• Why transparency and structure are essential as family offices evolve behind closed doors. 

THIS WEEK’S ASORA HIGHLIGHT

We highlight four types of must-have dashboards and what they look like on the Asora platform. 

Built for timely insights, these dashboards simplify complex wealth data and replace manual reporting. The dashboards include: 

• Net worth & ownership  
• Performance 
• Accounting  
• Reconciliation & data integrity 

Asora turns complex data into clear, actionable insights. 

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.