The Family Office Roundup #31

Every week we bring the best content for the family office industry straight to your inbox. Today we cover:

• Increased focus on alternative investments and private assets.
• Prioritising succession planning, sports, and social responsibility.
• Enhancing governance and transparency to safeguard legacies and build trust.

TOP READS OF THE WEEK

• UBS’ Global Wealth Report 2024 (Link)
• The family office boom is proving hugely positive for alternative investments (Link)
• Do family offices allocate differently? (Link)
• Succession, sports, social good all areas of focus for family offices – Goldman Sachs (Link)
• Strengthening governance in family offices: Investment committees can safeguard family legacies (Link)

THIS WEEK’S ASORA HIGHLIGHT

Many family offices struggle with a lack of transparent reporting, leading to:

❌ Lack of trust and confidence

❌ Poor risk management

❌ Uninformed decision-making

Transparent reporting helps counter these by providing comprehensive financial data and performance metrics.

Find the full list of key metrics and data points to include in your family office report here.

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.