The Family Office Roundup #34

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

• How family offices can leverage AI to enhance decision-making and operational efficiency.
• Wealth managers weigh in on the pros and cons of dealing with family office managers instead of directly with clients.
• The increasing emphasis on governance, sustainable investing, and diversifying beyond private credit.

TOP READS OF THE WEEK

• Global Family Office Report 2024 (Ocorian)
• Global Family Office Report 2024 (J P Morgan)
• How family offices can harness AI (Guy Kurlandski for Forbes)
• Advisors offer suggestions for navigating the family office (Investment News)
• Private Credit Losing Ground in Fight for Family Office Riches (Bloomberg Law)

THIS WEEK'S ASORA HIGHLIGHT

Many families face challenges when starting a family office, such as:

❌ Lack of expertise in structuring and managing the office

❌ Difficulty in establishing effective governance structures

❌ Lack of clarity on investment strategies and operational setup

This 7-part series from Asora is a guide on how to start a family office, considering:

Access the scorecard here

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.