TL;DR
This week’s roundup highlights the priorities shaping modern family offices: better software, sharper decision-making, stronger cyber resilience, and more deliberate succession planning. It also shows that family office capital remains active in AI, particularly in larger funding rounds.
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)
- When Family Offices Split ( The Family Office Sherpa)
- 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
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.
ISO 27001 Certified
GDPR Compliant