We bring the best content for the family office industry straight to your inbox. This week, we cover:
- How global wealth is shifting and why multi-family offices are gaining traction.
- Ways to strengthen governance and optimise family office structures.
- How AI and thematic strategies are reshaping how family offices build and protect value.
- Global Wealth Report 2025 (BCG)
- How to optimise family offices and strengthen family governance (Lombard Odier)
- How thematic strategies can work for family offices (Mercer)
- AI is reshaping family offices to build, protect, and grow value (PwC)
- Multi-Family Offices Surge in Popularity (Financial Advisor)
THIS WEEK’S ASORA HIGHLIGHT
Bardfour Family Office set out to find software that the family could actually use. They wanted a clear view of their wealth, without navigating spreadsheets or managing disconnected tools. For the team, the goal was efficiency and control, without adding operational burden.
Here’s why they chose Asora:
- A simple, app-like interface that worked for the whole family
- Wealth Map to support estate planning and ownership reviews
- No additional staff required to maintain or run the platform
- Focused features built for family offices, not institutions
Read the case study to see how Bardfour built clarity without complexity.
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.