The Family Office Roundup #63

This week, we cover:

• New insights on software, strategy, and decision-making.
• Why cyber resilience and succession planning are priorities.
• AI mega-rounds continue to attract family office capital.

Top Reads / Listens of the Week

• Family Office Software & Technology Report 2025 (Simple)
• The Principal Discussions Report (J.P. Morgan Private Bank)
• 2025 Financial Services Cyber Resilience Report (Omega Systems)
• Family offices make fewer deals but still flock to AI startup mega-rounds (CNBC)

This Week’s Asora Highlight

Mobile access is no longer optional for family offices; it’s essential for staying aligned and responsive.

We’ve outlined what to look for in a mobile wealth-management solution:

• Timely dashboards for net-worth visibility on the go
• Secure document access without being tied to a desktop
• A mobile-first interface designed for ease of use
• Permissioning to ensure the right people see the right data

Read the full post

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.