Will More Family Offices Cache-in?
Srikanth Narayan started Cache, an exchange fund company, to help people diversify massive single-stock holdings.
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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.
Formidable Hires
Two institutional allocators join Christina Lewis’s new multifamily office.
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Independent, exclusive journalism and more for family-office professionals.
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Will More Family Offices Cache-in? Featured
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 Featured
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 Featured
Why Matt Somma, someone deeply connected to family offices, joined the investment bank. And the Supreme Court speaks.
Formidable Hires Featured
Two institutional allocators join Christina Lewis’s new multifamily office.
Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators
Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.
A Startup’s CTA Rollercoaster
Much is riding on a Supreme Court ruling.
A New Sandbox
For nearly 20 years, Ray Denis created custom loans for family offices and other clients at JPMorgan Chase, Deutsche Bank, Raymond James, and then Bank of America. If they needed cash, Denis and his teams helped them borrow against high-value art, private planes, rare cars, structured products, hedge fund interests
Our Places
Programming note: The weekly Modus newsletter will resume on Friday, January 3. Don't miss that issue; I interviewed a founder who thinks family offices will be among his startup's power users. As kids in Northeast Ohio, my sisters and I would wake up at a cruel
Family Office ETFs Are Coming in 2025
Throughout this year, Maurits Pot, the founder and CEO of Tema ETFs, and his colleagues spent more time with family offices to learn about how they built investment portfolios — and how they wanted to in the future. Tema’s list of backers includes some high-profile wealth management executives (known to
FinCEN: Family Offices Need Not Comply With the CTA During Litigation
Clarity arrives after a block on the law, which the Justice Department has appealed.
UBS Billionaires & CTA Drama
Hello, and welcome to Modus! Thank you for being among the hundreds of professionals — family-office employees, OCIOs, asset managers, investment bankers, accountants, attorneys and others — who subscribed to this weekly newsletter before a single email was sent. The support for Modus has been stunning. In addition to subscribing, some of
A Judge’s CTA Ruling Has Thrown All Family Offices Into Limbo
A nationwide block of the Corporate Transparency Act has jolted stakeholders as a January deadline approaches.