Bardfour Family Office

THE PROBLEM TO SOLVE

Bardfour is a newly established single-family office based in Pennsylvania. The office was formed following a real estate liquidity event via the principal’s operating company, and the goal from day one was to build a lean, scalable infrastructure, without any legacy systems to unwind. 

The immediate priority was to get full visibility over the family’s total wealth. Assets and ownership structures were already in place, but tracked across disparate files, folders, bank portals, and spreadsheets. Operating agreements lived in one system, investment subscriptions in another, with no consolidated view to tie it all together. 

The team wanted to: 

• Eliminate manual admin and fragmented data sources 
• Build an internal system to manage everything from asset ownership to private investments 
• Provide the principal and family with a clear, intuitive view of their wealth 
• Support estate planning and entity restructuring without guesswork or back-and-forth 

The family office needed a platform that would help them move quickly, adapt as they grew, and avoid getting bogged down in unnecessary complexity. 

RESULTS WITH ASORA

WHY BARDFOUR CHOSE ASORA

When Bardfour began evaluating technology platforms, simplicity and flexibility were non-negotiable. 

Bardfour needed to strike the right balance:

• For the family: An intuitive, app-like experience with a clear view of total wealth, without needing to understand every detail
• For the operations team:
  • Offer a clear, consolidated view of all assets and ownership structures 
  • Support estate planning by showing how assets are held and by whom 
  • Display portfolio allocations in a way that makes rebalancing and investment strategy easier 
  • Avoid the overhead of hiring a dedicated person just to manage the system 

Several providers were ruled out for being: 

• Too complex and bloated for a small, growing SFO 
• Built with institutional investment teams in mind, not families 
• Over-engineered with features Bardfour didn’t need, and pricing to match 

Asora stood out as a modern, purpose-built platform for family offices. It balanced usability with operational depth, delivered a clean and intuitive interface, and avoided the clutter of legacy tools.

The deciding factors included:

• Intuitive interface: The family gets a simple, app-like view of their wealth, while the operations team can access granular detail. 
• Comprehensive features for the office: Features like IRR tracking, cash flows and private investment monitoring could be configured over time.
• Transparent pricing: No unnecessary modules or complex enterprise-level pricing.
• Accessible product team aligned with the needs of family offices: As Asora is new, Bardfour was able to request features and add to the product roadmap.

Getting up and running was fast and hands-on, with the Bardfour team closely involved from day one.

IMPLEMENTATION TOOK ≤ 4 WEEKS 

• A comprehensive picture of the family’s wealth was established early on—core entities, assets, and ownership were mapped quickly 
• Bank and investment accounts were connected early, giving the team a consolidated view within weeks 
• Onboarding was iterative, with regular feedback loops between Bardfour and the Asora team to adapt the system to their needs 
• Today, Pearse monitors asset activity and transactions directly in the platform, with most data flowing in automatically 

THE EFFECTS OF USING ASORA

“I’m referencing the Wealth Map all the time. If I had to pull this from Excel and operating agreements, it would’ve been extremely complicated.”

Pearse Brolly
Bardfour Family Office 

With the core setup complete, Bardfour began using Asora as the foundation for day-to-day operations and long-term planning.

• Estate planning and ownership clarity:  Bardfour is actively restructuring ownership across entities. The platform’s Wealth Map provides a clear view of who owns what, making it easier to move assets into the right structures and guide estate planning discussions. 
• Portfolio oversight and rebalancing: Portfolio views help the team track allocations across asset classes and assess new investments in context, without rebuilding reports from scratch. 
• Faster, more informed decisions: Asora highlights blind spots and priorities, replacing fragmented tools with one complete picture of the family’s wealth. 
• Communication & confidence: A shared, up-to-date view improves coordination between accountants, lawyers, and advisors, while giving the team the clarity to act quickly when needed. 
• Peace of mind for the family: For the principal, spouse and children, Asora offers a simple, one-stop view of the entire family structure. This visibility plays a critical role in Bardfour’s estate planning and governance approach.