The Family Office Roundup #49

Hey family office professionals, We bring the best content for the family office industry straight to your inbox. This week, we cover:

• How family offices can prepare for risk, succession, and unexpected transitions.
• The growing need for audits, planning, and clarity to avoid future inheritance disputes.
• Why transparency and structure are essential as family offices evolve behind closed doors.

TOP READS OF THE WEEK

• Family Office Quarterly Q2 (UBS)
• Family offices fuel AI push in private markets (Professional Wealth Management)
• From start to exit, family offices need careful planning (London Business School)
• How are family offices building smarter wealth? Structural Alpha (Ronald Diamond)
• What makes for a mature family office? (Finews Asia)

THIS WEEK'S ASORA HIGHLIGHT

We highlight four types of must-have dashboards and what they look like on the Asora platform. Built for timely insights, these dashboards simplify complex wealth data and replace manual reporting. The dashboards include:

• Net worth & ownership
• Performance
• Accounting
• Reconciliation & data integrity

Asora turns complex data into clear, actionable insights.

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.