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The Family Office Roundup #61

TABLE OF CONTENTS

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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.

TOP READS/LISTENS OF THE WEEK

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Family offices often cling to legacy tools and outdated practices that don't scale.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.  

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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