The Family Office Roundup #48

Hey family office professionals,We bring the best content for the family office industry straight to your inbox. This week, we cover:

• How family offices can prepare for risk, succession, and unexpected transitions.
• The growing need for audits, planning, and clarity to avoid future inheritance disputes.
• Why transparency and structure are essential as family offices evolve behind closed doors.

TOP READS/LISTENS OF THE WEEK

• 10 Moves to Risk-Ready Your Family Office (Edward Marshall)
• Why Every Family Office Needs to Conduct a 'Death Audit' (The Mack Podcast)
• Family affairs: how Asia’s business founders can add value through succession (FT)
• Why family-will battles are set to explode (The Age)
• What’s Behind the Secret Walls of Family Offices? (Knowledge at Wharton)

THIS WEEK'S ASORA HIGHLIGHT

Tracking alternative investments is one of the most complex challenges family offices face. As portfolios grow, scattered data and manual processes lead to inefficiencies.

We've outlined how Asora simplifies alternative investment tracking, including:

✅ End-to-end visibility across private equity, hedge funds, real estate, and direct deals

✅ Automated calculation of IRR and multiples

✅ Structured dashboards and workflows for managing tasks from due diligence to ongoing reporting

With Asora, family offices can track private assets with clarity and efficiency.

Learn how

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.