
Introducing the Modus Allocation Index
We're tracking the average strategic asset allocation at large, single-family offices, so you don't have to.
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Three categories and more than 20 companies were added to v3.
The bank released its 2025 global family office report. Michael Mann and Anchor Capital responded to litigation. The alts management software raised $52 million in funding.
Jean Christine Thompson and TPC allege that Michael Mann made poor investments to benefit himself and lied about his own wealth to get a multimillion-dollar personal loan.
The anonymous executive behind the popular X account shares details about his new investment community, exclusively with Modus.
We're tracking the average strategic asset allocation at large, single-family offices, so you don't have to.
The average strategic asset allocation at large, single-family offices.
Three categories and more than 20 companies were added to v3.
The bank released its 2025 global family office report. Michael Mann and Anchor Capital responded to litigation. The alts management software raised $52 million in funding.
Oak HC/FT led the Series B funding round for the company, as assets on the platform more than doubled to over $250 billion during the past 14 months.
Jean Christine Thompson and TPC allege that Michael Mann made poor investments to benefit himself and lied about his own wealth to get a multimillion-dollar personal loan.
While there are more offices with bigger, better portfolios, the average allocation to alternative investments has hardly changed.
After months of tangling over the venue and efforts to dismiss the case, the two companies failed to resolve the dispute in mediation last week.
In 2020, the recruiting firm Somers Partnership published a guide on how to work for family offices. This year, an overhaul was needed.
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.