The Family Office Roundup #63

This week, we cover: 

• New research on wealth trends, family office priorities, and regional developments.  
• Key findings on financing strategies, ownership models, and the family business landscape. 
• The shifting role of ESG amid increased scrutiny and uncertain market conditions. 

THIS WEEK’S ASORA HIGHLIGHT

Effective reporting is essential for confident decision-making and stakeholder engagement. We’ve outlined 7 best practices to help family offices deliver reports that matter, such as: 

• Focus on clarity and outcomes, not just data presentation 
• Tailor reporting formats and frequency to different audiences 
• Leverage technology to ensure data accuracy 

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.