Table of contents
"What used to take hours or days is now done in minutes"
Donald Campbell
Partner at Capstone Family Office
Schedule Demo
TL;DR
This week’s roundup looks at how family offices are adapting their strategy, outlook, and operating model. The themes are clear: firmer planning, clearer benchmarks, and rising expectations from ultra-wealthy families.
This week, we cover:
- Trends in family office strategy, global outlooks, and compensation benchmarks.
- The growing push by RIAs to serve ultra-wealthy families more like family offices.
- What to plan for when employing family members inside the office.
TOP READS/LISTENS OF THE WEEK
- Q4 2025 Family Office Quarterly (UBS)
- Global Outlook Q4 update (BlackRock)
- 2025 Global Family Office Compensation Benchmark Report (KPMG & Agreus)
- Family members as employees - what to plan for (The Family Office Sherpa)
- More RIAs are trying to serve as family offices for the ultrawealthy (Barron's)
THIS WEEK'S ASORA HIGHLIGHT
Choosing family office software isn't just about features. It's about finding a partner that supports your structure, protects your data, and scales with your needs. We've outlined key questions to ask when evaluating providers, such as:
- Can the platform scale with your family office's complexity and growth?
- How do you protect our most sensitive data?
- What level of support and onboarding do you offer?
- What's the true total cost of ownership?
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.
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