The Family Office Roundup #47

Hey family office professionals, 

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

• Key trends from global family office reports, highlighting wealth shifts and investment strategies.
• The growing role of AI in shaping the future of family office operations and decision-making.
• How inheritance is becoming nearly as important as earned income in wealth accumulation.

THIS WEEK’S ASORA HIGHLIGHT

Financial reporting is essential for family offices to maintain transparency and make informed decisions. Manual processes are slow and error-prone, creating inefficiencies.

We’ve outlined how Asora enhances financial reporting, including:

• Structured dashboards for timely performance insights
• Automated report generation to eliminate manual processes and ensure accuracy
• Standardised reporting for consistency across financial documents
• Wealth Map for a clear visual representation of the family’s financial landscape

The article also includes a sample Wealth Report showcasing Asora’s capabilities in delivering clear, actionable insights.

Learn how

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.