The Family Office Roundup #54

Hey family office professionals, 

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

• Key global trends in wealth creation, allocation, and family office operations. 
• Operational excellence 2025 and how SFOs are evolving investment strategies. 
• How Capstone Family Office used Asora to streamline reporting and simplify wealth oversight. 

THIS WEEK’S ASORA HIGHLIGHT

Capstone’s move to automated reporting and smarter client meetings 

Capstone Family Office needed to move beyond spreadsheets to better serve HNW clients. Their goal: centralised data, clearer visibility, and faster reporting.

Here’s how Asora transformed their operations:

• A single, interactive view of total wealth across entities and asset types
• Time to create reports reduced from hours to minutes
• Clear, timely insights to support faster, more confident decisions
• A seamless client experience with secure, centralised data access

See how Capstone redefined reporting and visibility:

Read the full case study

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.

About the Author

Adam Cleland

Adam is the CEO of Asora. Before founding Asora, he co-founded Argeau, a multi-family office. His experience blends deep expertise in investment management, tax structuring, and wealth planning for HNW investors with senior leadership in strategy, digital transformation, and people development.