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Hey family office professionals, 

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

  • How to understand and manage total operating costs more effectively 
  • Top equity market performers and new dynamics shaping family office strategy 
  • How Capstone family office reduced reporting time from hours to minutes with Asora 

TOP READS/LISTENS OF THE WEEK

THIS WEEK’S ASORA HIGHLIGHT

Capstone Family Office needed to move beyond spreadsheets to better serve high-net-worth clients across the UK. Their goal: centralised data, clearer visibility, and faster reporting. 

Here’s how Asora transformed their operations: 

  • Consolidated wealth view across individuals, trusts, and companies using Wealth Map 
  • Reporting time reduced from hours or days to under 10 minutes 
  • Timely visibility into asset allocation, ownership structures, and performance 
  • Secure document storage and an intuitive platform for both team and clients 

Curious how they did it?

Read the full case study

 

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.

 

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