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Case Studies
Capstone Family Office

“What used to take several hours or even days to compile reports each month can now be done in minutes with automated, real-time reports.”

Capstone Family Office

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CLIENT
Capstone Family Office
MAIN PROBLEM
TYPE
CORE USE CASE
PRIMARY USER
LOCATION
Donald Campbell
Capstone Family Office

Automate your family office

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After the passing of the family patriarch, the Tan family set up theirfamily office but faced various challenges with multi-jurisdictional assets and bank accounts. After a few years of going through the probate process invarious countries, the second generation decided that they required a clear and centralized data management information system to move forward with their legacy planning and portfolio management.

Asora, focused on family offices, understood their goals and helped them to move all the various data from multiple data sources into a single source of truth. This allowed the family members to have on-demand access to key information across the stakeholders, portfolios and assets across the globe.

The Problem
Results with Asora

Deciding to Go with Asora
Deciding to go with Asora
The Effect of Using Asora
Donald Campbell
Capstone Family Office
Lessons and Advice for Other Family Offices
Donald Campbell
Capstone Family Office
Final Reflection
Donald Campbell
Capstone Family Office

Automate your family office today

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