The Family Office Roundup #53

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

• How to understand and manage total operating costs more effectively
• Top equity market performers and new dynamics shaping family office strategy
• How Capstone family office reduced reporting time from hours to minutes with Asora

TOP READS/LISTENS OF THE WEEK

• Family office operations €“ Understanding and managing total costs (Shaun Parkin, The Family Office Sherpa Podcast)
• Single Family Office Asset Pools 2025 (With Intelligence)
• Top Performing Equity Markets as of May 2025 (Visual Capitalist)
• Family office outsourcing (RSM)
• From investment to implementation: Closing family offices' AI gap (Wealth Briefing)

THIS WEEK'S ASORA HIGHLIGHT

Capstone Family Office needed to move beyond spreadsheets to better serve high-net-worth clients across the UK. Their goal: centralised data, clearer visibility, and faster reporting. Here's how Asora transformed their operations:

• Consolidated wealth view across individuals, trusts, and companies using Wealth Map
• Reporting time reduced from hours or days to under 10 minutes
• Timely visibility into asset allocation, ownership structures, and performance
• Secure document storage and an intuitive platform for both team and clients

Curious how they did it?

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.