Formidable Hires
Two institutional allocators join Christina Lewis’s new multifamily office.
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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,
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Programming note: The weekly Modus newsletter will resume on Friday, January 3. Don't miss that issue; I interviewed
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Formidable Hires
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Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators
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A Startup’s CTA Rollercoaster
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A New Sandbox
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Our Places
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Family Office ETFs Are Coming in 2025
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FinCEN: Family Offices Need Not Comply With the CTA During Litigation
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UBS Billionaires & CTA Drama
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A Judge’s CTA Ruling Has Thrown All Family Offices Into Limbo
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Welcome to Modus
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