The Family Office Roundup #66

This week, we cover: 

• How the ultra-wealthy are structuring their family offices. 
• Key priorities for hiring and governance setup. 
• The growing influence of location and long-term planning. 

THIS WEEK’S ASORA HIGHLIGHT

Family offices are managing more complexity than ever. Manual processes slow teams down and increase risk. Digital transformation simplifies operations and unlocks better oversight. 

What to prioritise: 

• A single source of truth across entities and assets 
• Linked data, documents, and reporting for faster decisions 
• Structured workflows that reduce admin and boost clarity 

Read the full post to explore the shift. 

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.