Family Offices Enter a New Stage of the Portfolio Continuum
Improved performance reporting, tools and resources haven’t made managing portfolios much easier. Offices acknowledge this and are turning to external partners as much as ever.
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A Somber Summer Dispatch Featured
Memorials for Wesley LePatner and Julia Hyman, a UBS HQ move, and the Super Bowl ticket market.
Who is Mr. Family Office? You Get to Know When You Need to Know. Featured
The anonymous executive behind the popular X account shares details about his new investment community, exclusively with Modus.
A Report Full of Firsts by Morgan Stanley and Botoff Consulting Featured
Hundreds of family offices shared details about their focus, long-term incentive plans, and operational costs that they hadn’t previously disclosed.
Banks Want Loyalty in Writing Now. Will Family Offices Demand the Same? Featured
An explicit pledge might never be necessary, since offices already expect fealty.
Archway’s ‘Charm Offensive’ Has Begun
Anthony Abenante, who was officially named CEO of the Aquiline-owned company this week, has been recruiting employees and preparing to take over for months.
Insuring a $100 Million Art Collection Is Requiring More Creativity
Devastating fires this year in California are reshaping how the most valuable private collections are protected.
Erin Hulse’s 10 Unexpected Years of Consulting Family Offices on Tech
The founder of Deviate Consulting never planned to employ 20 people or be in the business of helping billionaires choose software. But it happened.
Why More Family Offices Are Considering Cache
A new Cache exchange fund, benchmarked to the S&P 500 and rebalanced after an in-kind transfer ETF, makes a diversification tool for concentrated stock positions even more accessible and attractive.
A Dispatch From Goldman Sachs’ Apex Family Office Symposium
The speakers and most engaging topics at this year’s exclusive gathering.
The Stealth-Mode Startup Building an Army of Agents for Family Offices
Nivalto will be “a true partner in decision-making and execution,” its founder says.
David Chie’s Plan to Upend Recruiting for Family Offices
Maple Drive, an AI-first executive search firm, won’t replace recruiters. It's helping them reach their full potential, Chie says.