Capstone Family Office

THE PROBLEM TO SOLVE

Founded in 2024, Capstone Family Office delivers tailored services to high-net-worth individuals and families across Scotland and the UK. They act as a central point of coordination that brings together each client’s existing network of advisers, including legal, tax, and wealth professionals, to develop a cohesive, long-term strategy.

Before adopting Asora, the office used spreadsheets and generic tools to manage wealth data, including cash accounts, savings, and insurance policies. These manual processes were time-consuming, error-prone, and led to growing concerns about data privacy and security.

Capstone needed a platform that could centralise wealth data, improve visibility, and enhance operational efficiency while addressing the growing risks of unsecured, siloed systems.

RESULTS WITH ASORA

THE MAIN CRITERIA FOR SELECTION

To tackle the challenges faced, Capstone needed a secure solution that could give them a consolidated view of their client’s entire wealth position.

They needed a platform that was intuitive for both their team and clients, and made wealth data easy to explore.

User experience and ease of navigation for both the team and clients were a must-have. Additionally, the ability to store a vast amount of their data, including various legal and financial documents, was also an important feature.

DECIDING TO GO WITH ASORA

What Capstone liked about Asora was that it met all their key criteria (wealth consolidation, security, and ease of use), with the simplicity they were looking for.

The onboarding process was smooth and well-structured, with weekly walkthroughs and training sessions that helped the team feel comfortable and confident using the system. The Asora team was always responsive, readily available for last-minute questions or quick calls.

THE EFFECTS OF USING ASORA

Asora’s Wealth Map plays a central role in both day-to-day monitoring and client meetings. Previously, creating asset overviews meant hours spent consolidating spreadsheets. Now, Capstone can instantly visualise asset allocation and performance, making meetings more dynamic and informed. Family office meetings now run more smoothly, with easier access to accurate information. The ability to see assets held by different individuals, companies and trusts is very valuable.

The time saved has allowed for quicker identification of risks and opportunities, and faster decision-making overall.

“The platform will give [our clients] a stronger sense of control in how their wealth is being managed than what was used previously.”

Donald Campbell
Partner, Capstone Family Office

One of the most immediate changes was the significant reduction in time spent on reporting. What used to take hours or days is now done in minutes, freeing up valuable time for other analysis and strategic planning. The team and clients now get a clear overview, which was more difficult to see before Asora was implemented.

The Wealth Map offers:

• Holistic net worth view across real estate, private equity, and liquid investments
• Look-through mode for full transparency on:
  • Underlying holdings
  • Family entity structures
  • Trusts
  • Direct ownership details