The Family Office Roundup #63 Family Office Newsletter

TL;DR

This week’s stories point to a sharper focus on the tools and decisions shaping modern family offices. Software selection, cyber resilience, succession planning, and mobile access are all moving higher up the agenda, while AI continues to attract family office capital. Asora’s featured piece makes the case that mobile wealth management is now a practical requirement for secure, timely decision-making.

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.