The Family Office Roundup #70

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

• What the latest global reports reveal about governance, investing, and relocation trends.

• Why embracing curiosity and transparency can strengthen decision-making and leadership.

• How family offices are becoming powerful forces in reshaping global capital flows.

TOP READS OF THE WEEK

• 2026 Global Family Office Report (J P Morgan Private Bank)

• Family Enterprise Governance Report 2025 (UBS and Agreus)

• The Power of Saying "I Don't Understand" To the Finance Industry (The Family Office Sherpa)

• How The Family Office Is Quietly Reshaping Global Investing (Carrie McCabe, Forbes)

• The world’s rich are relocating at a pace unseen in history (Lee Ying Shan, CNBC)

THIS WEEK’S ASORA HIGHLIGHT

Automating data aggregation is a foundational step for family offices to reduce manual work and improve data quality. Relying on disconnected systems and spreadsheets slows reporting, increases risk, and hinders timely decisions.

We’ve outlined how automation helps family offices:

• Consolidate financial data from banks, custodians, and alternative investments into one reliable source

• Standardise and map data so it’s consistent and ready for reporting

• Reduce manual reconciliation and minimise errors across workflows

• Support faster analysis and decision-making with up-to-date information

Read the full post to learn how automation strengthens accuracy and clarity.