We bring the best content for the family office industry straight to your inbox. Today we cover:

• Why most family offices may need to rethink their structure and scale

• How next-gen involvement is reshaping strategy and succession globally

• What makes family office tech partnerships actually last

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TOP READS OF THE WEEK

• Global Family Office Report 2026 (Ocorian)

• What makes family office tech partnerships work over time? (Jessica Parker, Mr Family Office)

• Some family offices shouldn’t exist (Ronald Diamond)

• Organizing complexity: a household-first approach to multigenerational wealth (Jeff Coyle, Family Wealth Report)

• Family offices crave independent investment voices (Sally Tennant, Professional Wealth Management)

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THIS WEEK’S ASORA HIGHLIGHT

Capstone Family Office, a Scotland-based multi-family office, replaced spreadsheets and generic tools with Asora to centralise wealth data, improve visibility, and strengthen data security across its client base.

• Reporting time reduced from days to less than 10 minutes, freeing the team for strategic work

• Wealth Map provides instant visibility across individuals, trusts, and companies in one view

• Smooth onboarding with weekly walkthroughs, responsive support, and a structured training process

• Client meetings are now more informed and dynamic, with timely access to accurate data

Read the case study: https://asora.com/casestudies/capstonefamilyoffice

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