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.
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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.
RSM Chooses Arch Over a Competitor for New Strategic Partnership
The tax and consulting firm, which works with many family offices, previously had a similar relationship with Canoe Intelligence.
Welcome to Modus
Independent, exclusive journalism and more for family-office professionals.
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A Widening Service Gap Featured
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 Featured
A reporter’s notebook from a family-office panel and more at a new wealth management conference.
Modus and Industry Milestones Featured
The newsletter passes 1,000 subscribers. And what a recent private equity deal signifies for the family-office ecosystem.
RSM Chooses Arch Over a Competitor for New Strategic Partnership Featured
The tax and consulting firm, which works with many family offices, previously had a similar relationship with Canoe Intelligence.
Aquiline’s Archway Thesis
Why the private equity firm acquired SEI’s family office services business.
Never Say No
Bruce Stewart spent decades working for single-family offices. Can he build an alternative so good that clients feel they have their own?
Opto-mization
The startup Opto Investments is partnering with big private wealth management firms. But its backers and early clients were family offices.
Addepar’s Long Game
The software company is adding capabilities and accumulating competitors in the process.
Institutional Venn-acular
As family offices professionalize their investment management, more are turning to Venn, Two Sigma’s portfolio analytics platform.
Will More Family Offices Cache-in?
Srikanth Narayan started Cache, an exchange fund company, to help people diversify massive single-stock holdings.
Who to Call for Last-Minute, $95,000 Super Bowl Tickets
Chantal Govashiri helps the wealthiest people get into the biggest football game of the year, among other things.
A Piper Sandler Pitch & SCOTUS Rules on CTA
Why Matt Somma, someone deeply connected to family offices, joined the investment bank. And the Supreme Court speaks.