Family Office Roundup #44

Family Office Roundup #44

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asora

Software for the modern family office

发布日期: 2025年1月31日
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Hey family office professionals,?

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

  • The evolving landscape for family offices and private principal investors.?

  • Key trends in startup investments, including generative AI and the growth of club deals.?

  • The professionalisation of single-family offices and shifting wealth management strategies.?

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TOP READS/LISTENS OF THE WEEK?

  • Family offices and private principal investors face a new reality?(BCG)?

  • Five trends in family office investments in startups?(PwC)?

  • We Are Family: Private capital funding and family offices?(CBRE) ?

  • The professionalisation of the single family office (Doug Noble)?

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THIS WEEK’S ASORA HIGHLIGHT?

Family offices handle diverse assets, but outdated processes lead to inefficiencies. Consolidated reporting platforms like Asora solve this by: ?

? Aggregating data from all accounts into one system?

? Dynamic dashboards and reports to monitor portfolio performance metrics ?

? Seamless tracking of private and alternative investments ?

? Secure document sharing and task management for teams ?

? Advanced security with encryption and ISO certifications ?

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Learn how these capabilities help modernise family offices.?


READ MORE


The image lists the 5 key capabilities of consolidated reporting platforms: Data aggregation, dashboards & performance reports, private asset tracking, collaboration, and security.

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.

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