The Family Office Roundup #65

This week, we cover: 

• A comprehensive roundup of family office software  
• What to prioritise when setting up or restructuring a family office 
• The growing influence of family offices in industries like music and venture capital

THIS WEEK’S ASORA HIGHLIGHT

Disparate data and disconnected tools are still the norm in many family offices. The result is slower reporting, security gaps, and a lack of confidence in decision-making. 

We’ve outlined the top 10 challenges in data aggregation and reporting, including: 

• Inconsistent data across sources and asset classes 
• Manual workarounds that delay reporting cycles 
• Lack of scalability, flexibility, and audit-ready structure 

These issues compound over time unless addressed with the right systems.
Read the full post to see how to simplify your reporting foundation. 

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.