The Family Office Roundup #58

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

• Why ultra-wealthy families are pivoting to gold and green data investments. 
• How doing too much can hold a family office back, and where human input still matters in AI. 
• Global wealth trends and the evolving role of family offices in managing complexity. 

THIS WEEK’S ASORA HIGHLIGHT

Family offices need more than static spreadsheets to manage complex wealth. Interactive dashboards offer the visibility and control required to make timely, informed decisions across entities and asset classes. 

Here are 4 types of dashboards every family office should have: 

• Net worth and ownership: Track how wealth is structured across individuals, trusts, and companies 
• Performance: View returns, allocation, and benchmarks across asset classes 
• Accounting: Monitor income, gains, recurring costs, and tax categories 
• Reconciliation: Spot data gaps and validate transactions, holdings, and prices 

See how Asora brings these dashboards to life. 

Read more

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.