The Family Office Roundup #60

This week, we cover: 

• New investment trends and strategies shaping family office portfolios in 2025. 
• Why cybersecurity and operational structure are now critical priorities. 
• A closer look at real estate as family offices increase their exposure. 

THIS WEEK’S ASORA HIGHLIGHT

Family offices today juggle complex workflows, high expectations, and risky manual processes. Asora’s operations platform fills the gaps. 

We highlight how it helps: 

• Create a single source of truth to prevent miscommunication and outdated data 
• Assign access permissions clearly to improve security and accountability 
• Centralise documents, tasks, and ongoing deal pipelines in one place 
• Streamline asset, investment, and performance tracking with built‑in tools 

Read the full post to see how operations get a makeover.

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.