The Family Office Roundup #61

This week, we cover: 

• Global dealmaking, strategic shifts, and the rise of family offices in new regions. 
• How self-assembled tech stacks are shaping the next generation of family offices. 
• Trends advisors should act on as family offices reset priorities in 2025. 

THIS WEEK’S ASORA HIGHLIGHT

Family offices often cling to legacy tools and outdated practices that don’t scale. In this article, we spotlight 11 common wealth management mistakes and how to avoid them using modern, built-for-purpose solutions. 

Key mistakes include over-reliance on spreadsheets, weak ownership mapping, neglecting alternative assets, and underestimating operational hygiene.

Read the full article to see how family offices can modernise with control and clarity. 

Read more

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.