A Reveal in UBS’s 2025 Global Family Office Report
This year’s survey, conducted during the months before U.S. tariff announcements, shows how offices reacted to greater uncertainty.
Latest — page 2
What Endowments and Foundations Are Signaling to Family Offices
If family offices want to emulate the investment portfolios of institutions, research suggests that more should hire OCIOs.
Can 3i Professionalize Club Deals? 650 Members Suggest It Has Already.
Also, Bill Gates rethinks the Gates Foundation.
96 Pages
Forgive me your honor I was hoping you might look me in the eye and deem my faith good might see that I wasn’t always the chosen son but ended up righteous somehow at the helm of this empire. I swear I’m not sure how it happened this
Asseta Rebrands, Raises $1.5 Million and Finds Traction With Family Offices
Also, Lukas Walton’s Builders Vision names a new CIO.
Poetry & Fiction
"96 Pages" is the first of many works Modus will publish.
Family Office Technology Gets the Back-Burner
Consumed by markets and their portfolios, some family offices are delaying decisions related to software and other services.
CIOs vs. Seesaws
What family-office portfolio managers are — and aren’t — doing while tariffs rapidly change, a full-on trade war begins, and markets whipsaw.
Walls Fall at Northern Trust
The firm’s global family and private investment offices group was siloed for specific clients, until this week.
A Widening Service Gap
As the number of family offices and their demand for experienced personal service employees has grown, the talent pool feels even smaller.
Future Proof Takeaways
A reporter’s notebook from a family-office panel and more at a new wealth management conference.
Modus and Industry Milestones
The newsletter passes 1,000 subscribers. And what a recent private equity deal signifies for the family-office ecosystem.