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.
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A Family-Office Recruiter’s AI Experiment Has Not Gone as Planned
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.
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.
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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A Lesson for Single-Family Offices From Wealth Management Firms: Discipline Featured
Consulting firm F2 Strategy published a report about the evolving operations of wealth management firms. Single-family offices should read it, too.
A Family-Office Recruiter’s AI Experiment Has Not Gone as Planned Featured
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.
The Funeral Home of New York's Celebrities and Ultrarich Has a Message for Family Offices
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.
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.
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
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.