The Family Office Roundup #56

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

• Why multi-family offices are on the rise and how next-gen wealth is driving new models 
• How private equity is using AI to create value in a changing investment landscape 
• How Bardfour simplified estate planning with Asora 
• Meet John Molesphini, Asora’s new CRO 

THIS WEEK’S ASORA HIGHLIGHT

Bardfour Family Office needed a streamlined solution to replace spreadsheets and siloed systems. Their goal: full visibility, simplified estate planning, and a scalable foundation—without adding operational complexity. 

Here’s how Bardfour uses Asora: 

• Wealth Map central to estate planning and ownership clarity 
• Full set up live in ≤4 weeks 
• Clear portfolio views and allocations for faster decision-making 
• A simple platform for the family, with depth for the operations team 

Read the case study to see how Bardfour built clarity from day one

Read the full case study

Leadership Update: John Molesphini joins Asora as Chief Revenue Officer  

Asora is pleased to announce the appointment of John Molesphini as its new Chief Revenue Officer.  

John brings extensive experience from senior leadership roles at Nasdaq eVestment, where he helped investment consultants, institutional investors, and asset managers streamline operations and drive better outcomes through smarter, data-led solutions. His appointment comes at a key moment as Asora expands its presence in the Americas and responds to growing demand from family offices seeking modern, purpose-built technology.  

“Asora’s reputation for listening to clients and delivering real solutions is what drew me in. Family offices are demanding more transparency, automation, and access to their aggregated data—and Asora is delivering just that. I’m excited to help the company go further and faster by focusing on what truly matters.”  

— John Molesphini 

“John brings a rare combination of commercial expertise, operational discipline, and empathy for the client. His leadership will play a critical role as Asora continues to grow and scale globally.”  

— Adam Cleland, CEO of Asora 

A warm welcome to John as he begins this exciting chapter with Asora. 

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.