Novel Insurance Policy for Nefarious Trustees Hits the Market
The Marsh McLennan Agency has created what it says is “first-of-its-kind” coverage for trustees who don’t fall under a family office’s or trust company’s other policies.
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A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War
The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.
A Family-Office Website Has a New Mystery Operator
Unbeknownst to two consultants until this week, someone started using their old domain name to publish content about family offices.
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.
Modus Turns One
An annual letter that memorializes some highs and lows, celebrates what was achieved, and shares what’s next.
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Novel Insurance Policy for Nefarious Trustees Hits the Market Featured
The Marsh McLennan Agency has created what it says is “first-of-its-kind” coverage for trustees who don’t fall under a family office’s or trust company’s other policies.
A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War Featured
The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.
A Family-Office Website Has a New Mystery Operator Featured
Unbeknownst to two consultants until this week, someone started using their old domain name to publish content about family offices.
A Paradox at Goldman Sachs’s Apex Family Office Symposium
Artificial intelligence was omnipresent at the bank’s annual conference while executives craved human connection as much as ever.
Allocation Alterations, Dollar Fears and Fewer Direct Investments: The Aberrant Findings in UBS’s 2026 Global Family Office Report
More family offices are shifting their portfolios than usual, and in ways unlike in recent years.
Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later.
Roughly half of Addepar’s 1,400 client organizations are using the Addison tool that debuted in March, and it’s spending “as much as it takes” to quickly deliver more powerful capabilities and agents to users this year.
Chicago Booth’s Family-Office Ambitions
One of the top business schools appointed the first executive director for its Family Office Initiative and plans to expand its curriculum, research, and in-person gatherings for family offices.
Two Skills That Could Land You That Family-Office Job
Or many jobs in finance, according to journeyman of accounting, banking, asset management and other industries recently surveyed by the CFA Institute.
Justin Baer Spent Years Reporting on Fidelity Investments. A Book Became Overdue.
The Wall Street Journal editor shares why and how he wrote “House of Fidelity,” the most detailed account yet of the Johnson family and their powerful financial firm.
Back in a CIO Seat, What Stamp Will Beata Kirr Put on Northern Trust’s Global Family Office?
After a stint at a private-credit firm, the executive returns to allocating and will help guide 550 of the largest private investment portfolios.
A New Foundation Has One Mission: Close The Yawning Cybersecurity Gap at Family Offices
Two veterans of single-family offices started the nonprofit project called The Cyber Foundation.
A Lesson for Single-Family Offices From Wealth Management Firms: Discipline
Consulting firm F2 Strategy published a report about the evolving operations of wealth management firms. Single-family offices should read it, too.