News Roundup

The Family Office Roundup #75 | Family Office Newsletter

Insights on family office viability, next-gen influence on strategy, multigenerational wealth frameworks, and what makes tech partnerships last.

Asora TeamApril 24, 20262 min read
The Family Office Roundup #75 | Family Office Newsletter

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

  • Why most family offices may need to rethink their structure and scale

  • How next-gen involvement is reshaping strategy and succession globally

  • What makes family office tech partnerships actually last

TOP READS OF THE WEEK

THIS WEEK’S ASORA HIGHLIGHT

Capstone Family Office, a Scotland-based multi-family office, replaced spreadsheets and generic tools with Asora to centralise wealth data, improve visibility, and strengthen data security across its client base.

  • Reporting time reduced from days to less than 10 minutes, freeing the team for strategic work

  • Wealth Map provides instant visibility across individuals, trusts, and companies in one view

  • Smooth onboarding with weekly walkthroughs, responsive support, and a structured training process

  • Client meetings are now more informed and dynamic, with timely access to accurate data

Read the case study: https://asora.com/casestudies/capstonefamilyoffice

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