The Family Office Roundup #35

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

• Understanding the changing dynamics in wealth management, regulatory challenges, and new technologies. 
• A tailored approach to meet unique family needs with enhanced efficiency and personalisation. 
• Shifting capital allocations amidst shrinking liquid assets for long-term sustainability. 

TOP READS OF THE WEEK

• Defining the family office landscape, 2024 (Deloitte) 
• A Simple guide to family office service design (Simple) 
• Family Office war chests keep shrinking. Here’s where they put that capital to work (Institutional Investor) 
• What makes the perfect Family Office CIO? (Agreus) 
• Building the best Family Office file classification system (Elodie Rojas) 

THIS WEEK’S ASORA HIGHLIGHT

HNW and UHNW families must develop a family wealth strategy to ensure the preservation and growth of their wealth across generations. Key challenges they face include: 

1️⃣ Navigating today’s complex financial landscape 

2️⃣ Protecting assets while ensuring long-term success and continuity  

3️⃣ Fostering unity, communication, and shared values among family members 

Below are some essential steps for family offices to create a comprehensive family wealth strategy: 

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.