The Family-Office Agenda of Addepar’s First Chief Client Officer Featured
Janeen France already has a list of objectives, including: make Addepar the data foundation for AI at family offices.
Michael Thrasher
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Another Sign Points Family Offices Toward OCIO Road Featured
Much of the nearly $1.3 trillion that is projected to flow into the OCIO industry over the next five years will come from the rapidly growing nonprofit and private wealth segments.
Asseta Raises $4.2 Million Seed Round Led by Venture Firms Nyca and Motive Featured
"We expect purpose-built infrastructure to become the norm in this segment, and our aim is to define what that standard looks like,” Asseta Co-founder Dean Palmiter told Modus.
Less Government Funding, Tax Changes and a Higher Stock Market Build Momentum for Giving Season
Private foundations increased the number of grants they made and the total amount of money donated — trends expected to continue this year.
A New, Affirming Family Office Report by Bank of America Featured
The inaugural report, based on a survey of over 300 family offices, echoes those of other banks but has its own insights.
UBS Keeps Growing Its Family Office Solutions Group
A former single-family office executive and another art advisor recently joined the unit dedicated to the wealthiest private clients in the U.S., bringing its total to about 60 professionals.
Layoffs at Cambridge Associates Could Spell Opportunity for Family Offices Featured
The investment consultant and OCIO recently laid off about 75 employees. Some who lost their jobs could be sought after by family offices, which face a chronic struggle to find workers.
Leverage at Family Offices Is Looking More Institutional
The percentage of offices using leverage hasn’t changed, but how they use it has, according to a first-ever report by Deutsche Bank.
Controlling What They Can, Family Offices Are Back to Updating Their Tech
Adoption of automated investment reporting and wealth aggregation platforms jumped this year, according to a report released this week by RBC and Campden Wealth.
He Sold Personal Capital for $1 Billion. But Bill Harris Can’t Stop Starting Businesses.
The serial entrepreneur and former CEO of Intuit and PayPal explains his latest startup, how he invests his own wealth, and why he does any of it in the first place.
Introducing the Modus Allocation Index
We're tracking the average strategic asset allocation at large, single-family offices, so you don't have to.
Modus Family Office Allocation Index
The average strategic asset allocation at large, single-family offices.