The Family Office Roundup #64

This week, we cover: 

• New insights on software, strategy, and decision-making. 
• Why cyber resilience and succession planning are priorities. 
• AI mega-rounds continue to attract family office capital. 

THIS WEEK’S ASORA HIGHLIGHT

Mobile access is no longer optional for family offices; it’s essential for staying aligned and responsive. 

We’ve outlined what to look for in a mobile wealth management solution: 

• Timely dashboards for net worth visibility on the go 
• Secure document access without being tied to a desktop 
• A mobile-first interface designed for ease of use  
• Permissioning to ensure the right people see the right data 

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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.