The Family Office Roundup #59

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

• The evolving COO role and strategies for running efficient family offices. 
• The most common mistakes family offices make and how to avoid them. 
• Key challenges in managing significant wealth and navigating global trends. 

THIS WEEK’S ASORA HIGHLIGHT

Technology is changing how wealth is managed. Virtual Family Offices (VFOs) give families access to the services of a traditional family office, but without the physical setup. With lean teams and digital tools, they offer flexibility, visibility, and control from anywhere. 

We break down what makes a VFO work: 

• A single digital platform brings together advisors, documents, and workflows 
• Virtual teams reduce overhead while maintaining service quality 
• Operational efficiency increases through automation and integrated systems 
• Families retain oversight and control while working with fewer internal resources 

Read the full guide to explore whether a VFO could be right for your setup. 

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

Asora Team

Team Asora is a group of experts in finance, technology, and wealth management, dedicated to providing innovative, user-friendly solutions that streamline operations and empower family offices globally.