The Family Office Roundup #55

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

• Why AI security is now a top priority for family offices.
• How investment structures are evolving post-liquidity events.
• Key strategies for structuring and managing today's family office.

TOP READS/LISTENS OF THE WEEK

• Why AI security is now mission-critical for family offices (Presage Global)
• Beyond the scoreboard: Inside the $2 trillion play family offices can't ignore (Crain Currency)
• My investment office set up if I had a $200M liquidity event (Shaun Parkin, The Family Office Sherpa)
• Family Office investment: structures and strategies for 2025 and beyond (Farrer & Co)
• Here's what it takes to successfully run the modern family office (InvestmentNews)

THIS WEEK'S ASORA HIGHLIGHT

Family offices need management platforms built to handle complex structures, diverse assets, and growing data demands. Generic tools often can't keep up. We've highlighted top solutions with:

• Centralised data across entities and asset classes
• Automated reporting and data aggregation
• Ownership and performance visualisation

The right software brings structure, scale, and clarity to family office operations.

Read the full list

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.