Free cookie consent management tool by TermsFeed Generator

The Family Office Roundup #52

Table of contents

"What used to take hours or days is now done in minutes"

Schedule Demo

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

  • Why governance is becoming the cornerstone of multigenerational family office success
  • Where the world's wealthiest family offices are investing, from public markets to private equity
  • How echo chambers can cloud investment decisions and ways to invite fresh thinking

TOP READS/LISTENS OF THE WEEK

THIS WEEK'S ASORA HIGHLIGHT

Managing financial data across banks, custodians, and alternatives is time-consuming and error-prone. Asora solves this with secure, automated aggregation that replaces manual wrangling with clean, consistent data. We've outlined how Asora streamlines data aggregation for family offices, including:

  • Automated feeds from banks and custodians
  • Standardised, analysis-ready data across all sources
  • Clean, structured data from capital calls, K-1s, and investor statements
  • A secure, encrypted environment that's ISO27001 certified and GDPR compliant

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.