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.”
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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.
In J.P. Morgan’s Latest Family-Office Report, a 'Delta' Between Objectives and Actions
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.
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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Addepar Releases Its AI Platform ‘Addison’ to All Users Featured
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 Featured
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 Featured
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.
In J.P. Morgan’s Latest Family-Office Report, a 'Delta' Between Objectives and Actions Featured
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.
The (European) Family Offices Paying CIOs the Most
The expected and peculiar about European participants in Heidrick & Struggles’ first family-office compensation survey.
The Family Offices Paying CIOs the Most
Data from Heidrick & Struggles’ first family-office compensation survey supported a longtime observation by the recruiting firm.
Alumni Ventures Is Teaching Future Family-Office Leaders Startup Investing
The venture capital firm is still adding to the first cohort of a new program, which will attend seminars and participate in the due diligence of startups.
When Family Offices Should Invest in 2026 — According to the Stars
Whether you’re a believer or not, astrology is influencing parties on the other side of your trades.
Modus’s Family-Office Predictions for 2026
A journalist's best soothsaying, informed by hundreds of in-person meetings, phone calls, texts, and email threads.
Modus Turns One Featured
An annual letter that memorializes some highs and lows, celebrates what was achieved, and shares what’s next.