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Before his death in 2023, donations from Leon Levine, the founder of Family Dollar, nearly tripled the wealth of his family’s foundation. This is the plan to give it all away.
A snapshot of the industry's fast-changing universe of software and service providers.
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.
The anonymous executive behind the popular X account shares details about his new investment community, exclusively with Modus.
Hundreds of family offices shared details about their focus, long-term incentive plans, and operational costs that they hadn’t previously disclosed.
Before his death in 2023, donations from Leon Levine, the founder of Family Dollar, nearly tripled the wealth of his family’s foundation. This is the plan to give it all away.
A snapshot of the industry's fast-changing universe of software and service providers.
A visualization of software and services used by single-family offices.
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.
Memorials for Wesley LePatner and Julia Hyman, a UBS HQ move, and the Super Bowl ticket market.
The anonymous executive behind the popular X account shares details about his new investment community, exclusively with Modus.
Hundreds of family offices shared details about their focus, long-term incentive plans, and operational costs that they hadn’t previously disclosed.
An explicit pledge might never be necessary, since offices already expect fealty.
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.
Devastating fires this year in California are reshaping how the most valuable private collections are protected.
The founder of Deviate Consulting never planned to employ 20 people or be in the business of helping billionaires choose software. But it happened.
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.
