The Family Office Roundup #59

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

• The evolving COO role and strategies for running efficient family offices.
• The most common mistakes family offices make and how to avoid them.
• Key challenges in managing significant wealth and navigating global trends.

TOP READS/LISTENS OF THE WEEK

• The COO playbook for today's family offices (The Mack Podcast)
• 10 common mistakes family offices make (Family Office Sherpa)
• The global family office (Crain Currency)
• The Ivy League keeps failing this basic investing test (Wall Street Journal)
• The hidden challenges of managing significant wealth (Professional Planner)

THIS WEEK'S ASORA HIGHLIGHT

Technology is changing how wealth is managed. Virtual Family Offices (VFOs) give families access to the services of a traditional family office, but without the physical setup. With lean teams and digital tools, they offer flexibility, visibility, and control from anywhere. We break down what makes a VFO work:

• A single digital platform brings together advisors, documents, and workflows
• Virtual teams reduce overhead while maintaining service quality
• Operational efficiency increases through automation and integrated systems
• Families retain oversight and control while working with fewer internal resources

Read the full guide to explore whether a VFO could be right for your setup.