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The Family Office Roundup #62

TABLE OF CONTENTS

Automate your family office

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This week, we cover:

  • Trends in family office strategy, global outlooks, and compensation benchmarks.
  • The growing push by RIAs to serve ultra-wealthy families more like family offices.
  • What to plan for when employing family members inside the office.

TOP READS/LISTENS OF THE WEEK

  • Q4 2025 Family Office Quarterly (UBS)
  • Global Outlook Q4 update (BlackRock)
  • 2025 Global Family Office Compensation Benchmark Report (KPMG & Agreus)
  • Family members as employees - what to plan for (The Family Office Sherpa)
  • More RIAs are trying to serve as family offices for the ultrawealthy (Barron's)

THIS WEEK'S ASORA HIGHLIGHT

Choosing family office software isn't just about features. It's about finding a partner that supports your structure, protects your data, and scales with your needs. We've outlined key questions to ask when evaluating providers, such as:

  • Can the platform scale with your family office's complexity and growth?
  • How do you protect our most sensitive data?
  • What level of support and onboarding do you offer?
  • What's the true total cost of ownership?

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.

Automate your family office today

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