The Family Office Roundup #62

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. 

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? 

Read the full post

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.