The Family Office Roundup #36

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

• Portfolio shifts, investment allocations, and the way forward for family offices 
• Choosing the right technology to support and serve your family office 
• The drawbacks of spreadsheets to manage your wealth 

TOP READS/LISTENS OF THE WEEK

• Global Family Office 2024 Survey report (Citi Private Bank) 
• Three ways family offices can select better technology (Risclarity) 
• How wealthy multigenerational families can instill a culture of stewardship (Part 1 / Part 2) 
• Family offices and & the endowment model (Shaun Parkin on Spotify) 
• Balancing Outsourced and In-House Services in Family Offices (The Family Office Professional) 

THIS WEEK’S ASORA HIGHLIGHT

Many family offices still rely on spreadsheets for financial data management. While practical at first, spreadsheets become problematic as operations grow. Their low cost and accessibility make them a go-to tool, but their limitations soon become clear. 

We’ve listed the top ten challenges family offices face with spreadsheets, including: 

❌ Manual errors 

❌ Data security risks 

❌ Limited scalability 

Read now

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.