Adam Cleland

Adam Cleland

CEO & Founder

About

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.

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14

Articles

15+

Years experience

Marketing

Finance

Articles by

Adam Cleland

Wealth Management

Wealth Management CRM for Family Offices: What to Track Beyond Returns

Automated Reporting in Wealth Management: 9 Ways to Eliminate Manual Work

What Is a Family Constitution and Why Your Family Office Needs One

Wealth Management

Family Wealth Protection: 8 Steps to Secure Multigenerational Assets

9 Private Equity Portfolio Management Software in 2025

Optimizing Family Office Document Management: Best Practices and Solutions

Simplifying Family Office Compliance: 12 Things Every SFO Needs To Know

The 4 Family Office Dashboards You Actually Need

The Family Office Roundup #61

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