The Family Office Roundup #52

Hey family office professionals, 

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

• Why governance is becoming the cornerstone of multigenerational family office success
• Where the world’s wealthiest family offices are investing, from public markets to private equity
• How echo chambers can cloud investment decisions and ways to invite fresh thinking

THIS WEEK’S ASORA HIGHLIGHT

Managing financial data across banks, custodians, and alternatives is time-consuming and error-prone. Asora solves this with secure, automated aggregation that replaces manual wrangling with clean, consistent data. 

We’ve outlined how Asora streamlines data aggregation for family offices, including: 

• Automated feeds from banks and custodians 
• Standardised, analysis-ready data across all sources 
• Clean, structured data from capital calls, K-1s, and investor statements 
• A secure, encrypted environment that’s ISO27001 certified and GDPR compliant 

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.