Author

Adam Cleland

CEO & Founder, Asora

Family-office operator turned founder, building the software he wished he had at Argeau.

About Adam

Adam is CEO and co-founder of Asora, the family-office operating platform used by single and multi-family offices in 15+ countries to automate data aggregation, manage assets, and deliver consolidated reporting.

Before founding Asora in 2021, Adam co-founded Argeau — a multi-family office dedicated to empowering individuals and families of significant wealth to manage and oversee their affairs more effectively. That hands-on operator experience is what shapes Asora today: the product solves real problems he and his colleagues hit every day.

Adam's professional background combines deep technical knowledge in investment management, tax structuring, and wealth planning for high-net-worth investors with senior leadership responsibility for business strategy, digital transformation, and people development.

Areas of expertise

Family office softwareMulti-family office operationsConsolidated wealth reportingInvestment managementTax structuringWealth planningPrivate asset trackingDigital transformation

Adam Cleland

About Adam

Areas of expertise

As featured in

Articles by Adam (95)

Capital Call Forecasting: How Family Offices Plan for the Cash They Owe

Asset Management vs Wealth Management: Differences

Private Banking vs Wealth Management: 2026 Guide

Time-Weighted vs Money-Weighted Return (TWR vs MWRR)

Single Family Office vs Multi-Family Office (2026 Guide)

DPI in Private Equity: Formula, Example and What Is Good

RVPI in Private Equity: Formula, Example and What Is Good

TVPI in Private Equity: Formula, Example and TVPI vs DPI

Family Office Software for the Embedded CFO: When the Company's CFO Also Runs the Owner's Wealth

Family Office Software for the Self-Running Wealth Principal: Run Your Own Wealth Without a Team

What First-Generation Wealth Creators Should Know About Family Office Software, Before You Hire Anyone

What the Next Generation Should Demand From the Family's Software, Before You Inherit the Mess

Private Equity Valuation Methods for Family Offices in 2026

Black Diamond Family Office vs Asora Wealth Platform

Advent Axys Competitors: 10 Modern Alternatives in 2026

Top Private Equity Reporting Software for 2026

Best Automated Reconciliation Software for Family Offices

Top Family Office Conference Events to Attend in 2026

Family Wealth Protection: 8 Steps to Secure Multigenerational Assets

Optimizing Family Office Document Management: Best Practices and Solutions

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

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

10 Strategies for Improving Family Business Performance in 2026

How to Build a Family Office Investment Strategy in 2026

How to Run an Ultra-High-Net-Worth (UHNW) Family Office in 2026

Illiquid Assets Examples: Complete Guide for Single Family Offices

How important is it to have a GDPR-compliant provider for your family office in 2026?

How to Calculate Net Asset Value (NAV) for Private Assets

Family Office Accounting Software: What to Buy, and When You Do Not Need It Yet

AI for Wealth Management: 7 Real-World Applications in 2026

5 Reasons to Automate Data Aggregation for Your Family Office

How to Calculate MOIC Across Your Family Office Investments

The Benefits of Sustainable Investments for Family Offices in 2026

What Is a Single Family Office (SFO)?

8 Multi-Family Office Software Platforms: Side-by-Side Comparison in 2026

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

The 4 Family Office Dashboards You Actually Need in 2026

Best Family Office Management Software

7+ Best Practices for Creating Family Office Reports in 2026

How to Outsource Your Family Office Services (the Right Way) in 2026

Family Office Direct Investing vs Private Equity Funds: 10 Major Differences You Need to Know

Unlocking Data Analytics in Wealth Management: 10 Ways to Move Beyond Excel

5 Must-Follow Best Practices for Single-Family Offices

The Complete Guide to Prepare Your Heirs for the Wealth Transfer

15 Best Practices for Better Family Office Portfolio Management in 2026

Family Business Succession: 10 Steps to Ensure a Smooth Transition

Family Wealth Planning: 10 Essentials to Align Investments, Goals & Heirs

Digital Transformation in Family Offices: Navigating the Future of Wealth Management

Automated Reconciliation: 7 Steps to End Manual Errors

Complete Guide to Family Office Data Aggregation

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

9 Private Equity Portfolio Management Software in 2026

10 Proven Strategies for Better Generational Wealth Planning

The Complete Guide to Ultra High Net Worth Wealth Management in 2026

Mobile Wealth Management: How Family Offices Are Going Mobile in 2026

Family Office Wealth Management: 11 Mistakes to Avoid in 2026

Wealth Mapping: How to Visualize Your Family's Financial Future

8 Landytech Competitors Family Offices Should Consider in 2026

Guide to Family Governance Structure, Framework & Best Practices

How to Start a Family Office: Complete Requirements and Setup Guide

Single vs Multi-Family Office: Everything You Need to Know

Multi-Family Office (MFO): Definition, Minimums and Fees

How to track alternative investments for family offices with Asora

Financial Reporting for Family Offices with Asora

The Great Wealth Transfer

Performance Reporting with Asora

Data Aggregation with Asora

Why a modern user interface is important for generational wealth transfer

5 key capabilities of consolidated reporting platforms

7 Benefits of a Family Office: Why Wealthy Families Choose One

What defines a good consolidated reporting platform for family offices?

Cybersecurity in Family Office Software: Protecting Sensitive Data in 2026

Managing Multi-Generational Wealth with Family Office Software

The Benefits of Automated Reporting with Family Office Software

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