The Family Office Roundup #53

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 

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.

About the Author

Adam Cleland

Adam is the CEO of Asora. Before founding Asora, he co-founded Argeau, a multi-family office. His experience blends deep expertise in investment management, tax structuring, and wealth planning for HNW investors with senior leadership in strategy, digital transformation, and people development.