The Family Office Roundup #37

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

• The balancing act of family offices between growth and liquidity in alternative investments 
• How the ultra-wealthy signal their status through exclusive means 
• The transformative role of technology and AI in shaping family office strategies and operations 

TOP READS OF THE WEEK

• Ultra-Rich Families Are Nervous About the $84 Trillion Generational Wealth Transfer (Observer) 
• The Growth And Liquidity Balancing Act: Family Offices In Alternatives (Forbes) 
• How the Super-Rich Signal Their Wealth to Each Other (WSJ) 
• Technology Report 2024 (Bain & Company) 
• Family office space feels the forces of expansion and change (Professional Wealth Management) 

THIS WEEK’S ASORA HIGHLIGHT

Many single family offices (SFOs) struggle with defining their structure and operations. Setting up and running an SFO effectively requires strategic decisions to ensure long-term success. 

We’ve outlined the five essential best practices every SFO should follow: 

✅ Determine the need and purpose  

✅ Leverage technology  

✅ Establish strong governance  

✅ Focus on long-term wealth planning 

✅ Invest in talent 

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.