The Family Office Roundup #68

We bring the best content for the family office industry straight to your inbox. In the first edition of 2026, we cover:

• Key trends shaping family office strategy and investment priorities in early 2026.

• Why some wealthy families are closing offices amid rising costs and internal friction.

• New location dynamics as the ultra-rich look beyond traditional financial hubs.

TOP READS OF THE WEEK

• Family Office Quarterly - First Quarter 2026 (UBS)

• Preparing the 2026 family office playbook (Professional Wealth Management)

• World’s Ultra-Rich Look Beyond New York, London and Hong Kong (Bloomberg)

• High costs and family fallouts prompt wealthy to close investment offices (Financial Times)

• What to expect in 2026 for family offices (Crain Currency)

THIS WEEK’S ASORA HIGHLIGHT

Choosing the right family office software means asking the questions that reveal fit, not just features.

Four to start with:

• Can it scale with your structure and complexity?

• How is sensitive data protected?

• What support is included post-implementation?

• What’s the total cost beyond base pricing?

Read the full post to dig deeper.

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.