The Family Office Roundup #38

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

• The latest trends in family office technology, investment strategies, and economic outlook shaping the sector. 
• How family offices are addressing insider threats and overcoming unique hiring challenges to protect and grow their operations. 
• Key insights into private equity investments and LP perspectives influencing capital allocation decisions for family offices. 

TOP READS OF THE WEEK

• Family Office Software & Technology Report 2024 (Simple) 
• UBS Family Office Quarterly – Q4 2024 (UBS) 
• Combating Insider Threats in Family Offices (Presage Global) 
• 2025 SS&C Intralinks LP Survey: Key Findings (SS&C and Intralinks) 
• The Unique Hiring Challenges of Family Offices (The Family Office Professional) 

THIS WEEK’S ASORA HIGHLIGHT

Many family offices face the challenge of preserving wealth across generations. While family dynamics and financial complexities evolve, a strategic approach is essential to sustaining long-term success. 

We’ve outlined the core roles family offices play in nurturing generational wealth, including: 

✅ Financial planning that takes the family’s needs and values into consideration 

✅ Implement governance structures for smooth transitions across generations 

✅ Education and collaboration to ensure continuity and sustainable wealth management 

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.