The Family Office Roundup #57

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

• How global wealth is shifting and why multi-family offices are gaining traction.
• Ways to strengthen governance and optimise family office structures.
• How AI and thematic strategies are reshaping how family offices build and protect value.

TOP READS OF THE WEEK

• Global Wealth Report 2025 (BCG)
• How to optimise family offices and strengthen family governance (Lombard Odier)
• How thematic strategies can work for family offices (Mercer)
• AI is reshaping family offices to build, protect, and grow value (PwC)
• Multi-Family Offices Surge in Popularity (Financial Advisor)

THIS WEEK'S ASORA HIGHLIGHT

Bardfour Family Office set out to find software that the family could actually use. They wanted a clear view of their wealth, without navigating spreadsheets or managing disconnected tools. For the team, the goal was efficiency and control, without adding operational burden. Here's why they chose Asora:

• A simple, app-like interface that worked for the whole family
• Wealth Map to support estate planning and ownership reviews
• No additional staff required to maintain or run the platform
• Focused features built for family offices, not institutions

Read the case study to see how Bardfour built clarity without complexity.

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.