Poetry & Fiction
"96 Pages" is the first of many works Modus will publish.
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Family Office Technology Gets the Back-Burner
Consumed by markets and their portfolios, some family offices are delaying decisions related to software and other services.
CIOs vs. Seesaws
What family-office portfolio managers are — and aren’t — doing while tariffs rapidly change, a full-on trade war begins, and markets whipsaw.
Walls Fall at Northern Trust
The firm’s global family and private investment offices group was siloed for specific clients, until this week.
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Poetry & Fiction Featured
"96 Pages" is the first of many works Modus will publish.
Family Office Technology Gets the Back-Burner Featured
Consumed by markets and their portfolios, some family offices are delaying decisions related to software and other services.
CIOs vs. Seesaws Featured
What family-office portfolio managers are — and aren’t — doing while tariffs rapidly change, a full-on trade war begins, and markets whipsaw.
Walls Fall at Northern Trust Featured
The firm’s global family and private investment offices group was siloed for specific clients, until this week.
A Widening Service Gap
As the number of family offices and their demand for experienced personal service employees has grown, the talent pool feels even smaller.
Future Proof Takeaways
A reporter’s notebook from a family-office panel and more at a new wealth management conference.
Modus and Industry Milestones
The newsletter passes 1,000 subscribers. And what a recent private equity deal signifies for the family-office ecosystem.
RSM Chooses Arch Over a Competitor for New Strategic Partnership
The tax and consulting firm, which works with many family offices, previously had a similar relationship with Canoe Intelligence.
Aquiline’s Archway Thesis
Why the private equity firm acquired SEI’s family office services business.
Never Say No
Bruce Stewart spent decades working for single-family offices. Can he build an alternative so good that clients feel they have their own?
Opto-mization
The startup Opto Investments is partnering with big private wealth management firms. But its backers and early clients were family offices.
Addepar’s Long Game
The software company is adding capabilities and accumulating competitors in the process.