The Family Office Roundup #41

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

• The latest trends and insights shaping family offices, from future-ready strategies to the evolving role in private markets.
• Key actions to simplify estate planning for heirs and ensure smoother generational wealth transitions.
• The unique challenges and opportunities of embedded family offices in adapting to modern demands.

TOP READS/LISTENS OF THE WEEK

• Family Office Barometer 2024 (PwC and Julius Baer) 

• Family offices and the future of private markets (Bastiat Partners and Kharis Capital) 

• 5 things to do now to make your estate simpler for your heirs (WSJ) 

• The future-ready family office (Morgan Stanley) 

• The characteristics and challenges of the embedded family office (Family Office Sherpa Podcast) 

THIS WEEK’S ASORA HIGHLIGHT

Cybersecurity is a critical focus for family offices managing sensitive financial and personal data. We highlight the major threats and offer actionable steps to strengthen security. 

Key takeaways include: 

✅ Identifying threats 

✅ Choosing secure software 

✅ Best practices for safeguarding data  

By addressing these areas, family offices can proactively protect their operations, assets, and reputation from cyber threats. 

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.