The Investment Bank Hiring Family-Office ‘Apprentices’
Bastiat Partners, a boutique investment bank in Los Angeles, is creating a summer program that it says will actually prepare college students for family-office investment jobs.
A weekly newsletter for family-office professionals.
Independent, exclusive journalism that principals, executives and others rely on. Free every Friday. Join 1,900+ readers.
SubscribeFeatured
Goldman Sachs’ Top Family-Office Whisperer Leaves Apex Group for Ayco
Sara Naison-Tarajano, who formalized Apex, the group of investment bankers dedicated to family offices, has been named head of the bank’s company-sponsored wealth management business.
In the Epstein Files, a Pointed Email About How Family Offices Invest
An email forwarded to Jeffrey Epstein in 2012 describes family offices much as they are today: interested in direct investments and “too tough to crack.” It didn’t deter him.
Addepar Releases Its AI Platform ‘Addison’ to All Users
The company says its new artificial intelligence tool and the agents under development will help family offices achieve “new levels of operating leverage.”
Modus Turns One
An annual letter that memorializes some highs and lows, celebrates what was achieved, and shares what’s next.
Latest
The Investment Bank Hiring Family-Office ‘Apprentices’ Featured
Bastiat Partners, a boutique investment bank in Los Angeles, is creating a summer program that it says will actually prepare college students for family-office investment jobs.
Goldman Sachs’ Top Family-Office Whisperer Leaves Apex Group for Ayco Featured
Sara Naison-Tarajano, who formalized Apex, the group of investment bankers dedicated to family offices, has been named head of the bank’s company-sponsored wealth management business.
In the Epstein Files, a Pointed Email About How Family Offices Invest Featured
An email forwarded to Jeffrey Epstein in 2012 describes family offices much as they are today: interested in direct investments and “too tough to crack.” It didn’t deter him.
The Next Chapter of Tamarind Learning
The education platform is offering 20 families a $100,000 lifetime subscription and raising capital to develop an AI platform.
Addepar Releases Its AI Platform ‘Addison’ to All Users Featured
The company says its new artificial intelligence tool and the agents under development will help family offices achieve “new levels of operating leverage.”
Is the Modus Family Office Tech Map Doomed?
Many categories and companies have been added, and others will be. But the map’s destiny could be a more consolidated, less interesting visualization of the software powering single-family offices.
The Access Myth and Everything Else John Samuels Must Explain to Family Offices
The founder of the healthcare advisory firm Wellworth, and former hospital administrator, on how his company is changing, what excites and frustrates him about medicine, and his take on “The Pitt,” in an interview with Modus.
Former BlueMountain Exec Brings Allposit, His Personal Family-Office Software, to Market
Michael Liberman built Allposit for himself. Now, after raising capital from former colleagues and other angel investors, he’s hired a former Arch employee to keep bringing in customers.
Family Office Access, a Database With Thousands of Professionals, Sells to ISS Market Intelligence
The platform’s content and growth potential differentiate it in the marketplace, the acquirer told Modus.
In J.P. Morgan’s Latest Family-Office Report, a 'Delta' Between Objectives and Actions
Family offices say they want to invest in A.I., better prepare portfolios for risks, and make succession plans. Many aren’t doing those things, a new survey shows.
The (European) Family Offices Paying CIOs the Most
The expected and peculiar about European participants in Heidrick & Struggles’ first family-office compensation survey.
The Family Offices Paying CIOs the Most
Data from Heidrick & Struggles’ first family-office compensation survey supported a longtime observation by the recruiting firm.