They Tore Up — And Rewrote — The Book on Family Office Recruiting
In 2020, the recruiting firm Somers Partnership published a guide on how to work for family offices. This year, an overhaul was needed.
Michael Thrasher
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Call It a Sunrise: The Task of Spending Down a $2 Billion Family Foundation
Before his death in 2023, donations from Leon Levine, the founder of Family Dollar, nearly tripled the wealth of his family’s foundation. This is the plan to give it all away.
Modus FO Tech Map, v1
A snapshot of the industry's fast-changing universe of software and service providers.
Modus Family Office Technology Map
A visualization of software and services used by single-family offices.
Family Offices Enter a New Stage of the Portfolio Continuum
Improved performance reporting, tools and resources haven’t made managing portfolios much easier. Offices acknowledge this and are turning to external partners as much as ever.
A Somber Summer Dispatch
Memorials for Wesley LePatner and Julia Hyman, a UBS HQ move, and the Super Bowl ticket market.
Who is Mr. Family Office? You Get to Know When You Need to Know.
The anonymous executive behind the popular X account shares details about his new investment community, exclusively with Modus.
A Report Full of Firsts by Morgan Stanley and Botoff Consulting
Hundreds of family offices shared details about their focus, long-term incentive plans, and operational costs that they hadn’t previously disclosed.
Banks Want Loyalty in Writing Now. Will Family Offices Demand the Same?
An explicit pledge might never be necessary, since offices already expect fealty.
Archway’s ‘Charm Offensive’ Has Begun
Anthony Abenante, who was officially named CEO of the Aquiline-owned company this week, has been recruiting employees and preparing to take over for months.
Insuring a $100 Million Art Collection Is Requiring More Creativity
Devastating fires this year in California are reshaping how the most valuable private collections are protected.
Erin Hulse’s 10 Unexpected Years of Consulting Family Offices on Tech
The founder of Deviate Consulting never planned to employ 20 people or be in the business of helping billionaires choose software. But it happened.