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David Chie put years of search experience, the latest AI tech, a hot brand agency's advice, and his own money into making Maple Drive a self-service hiring wonder for family offices. They still want to talk to him on the phone.
Every conversation William Villanova, the president of Frank E. Campbell, has with a family office starts with the same question and often ends with this specific advice.
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.
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.
An annual letter that memorializes some highs and lows, celebrates what was achieved, and shares what’s next.
David Chie put years of search experience, the latest AI tech, a hot brand agency's advice, and his own money into making Maple Drive a self-service hiring wonder for family offices. They still want to talk to him on the phone.
Every conversation William Villanova, the president of Frank E. Campbell, has with a family office starts with the same question and often ends with this specific advice.
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.
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.
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 education platform is offering 20 families a $100,000 lifetime subscription and raising capital to develop an AI platform.
The company says its new artificial intelligence tool and the agents under development will help family offices achieve “new levels of operating leverage.”
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 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.
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.
The platform’s content and growth potential differentiate it in the marketplace, the acquirer told Modus.
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.
