# Modus
> Independent, original journalism for family-office professionals.
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Append `.md` to any post or page URL to get the content in Markdown (for example, `/example-post.md`).

## Pages
- [About Modus](https://www.modus.news/about.md) - Modus is an independent news website for family-office professionals. Founded in November 2024 by Michael Thrasher, it publishes a free weekly newsletter with exclusive reporting every Friday, short and long-form articles, opinion essays and more. Read about Modus, its journalism, and its mission h…
- [Advertise with Modus](https://www.modus.news/advertise-with-modus.md) - Like other news publications, Modus is supported by advertisers. The company thoughtfully selects those advertisers and they will never affect who or what Modus covers. All advertisements and sponsorships are clearly marked. Fill out this brief form to receive the sales deck (with rates, industry-l…
- [Contact](https://www.modus.news/contact.md) - For all general inquiries, pitches, tips, and information about advertising in Modus, reach out to Michael Thrasher: michael.thrasher@modus.news
- [How to Pitch Modus](https://www.modus.news/how-to-pitch-modus.md) - Modus publishes a weekly newsletter, short and long-form articles, opinion essays, and more about a wide range of topics relevant to family-office professionals. Few unsolicited works are accepted, but Modus is eager to support other journalists and share new perspectives. If you’re interested in c…
- [Privacy Policy](https://www.modus.news/privacy.md) - November 10, 2024 Modus Media LLC (Modus) values its users' privacy. This Privacy Policy ("Policy") will help you understand how we collect and use personal information from those who visit our website or make use of our online facilities and services, and what we will and will not do with the info…

## Posts
- [Does AI Need a Dedicated Line Item at the Family Office?](https://www.modus.news/does-ai-need-a-dedicated-line-item-at-the-family-office.md) - Dramatic spending on artificial intelligence has suddenly made it a pillar of budgets at wealth management firms, according to a survey by F2 Strategy.
- [iPaladin Gets a New Patent and a Favorable Court Ruling in Its Lawsuit Against Orca](https://www.modus.news/ipaladin-gets-a-new-patent-and-a-favorable-court-ruling-in-its-lawsuit-against-orca.md) - The software company already had three patents, which it has accused more than a dozen other companies of violating.
- [Casey Whalen Leaves Lazard for BDT & MSD](https://www.modus.news/casey-whalen-leaves-lazard-for-bdt-msd.md) - In 2023, Lazard Asset Management acquired Whalen’s company, Truvvo Partners, and formed Lazard Family Office Partners.
- [The New Arch CTO Has an Explicit Mandate: Unlock AI Insights for Its Customers](https://www.modus.news/the-new-arch-cto-has-an-explicit-mandate-unlock-ai-insights-for-its-customers.md) - Keith Soura is replacing Joel Stein, who co-founded the software company and is leaving.
- [Novel Insurance Policy for Nefarious Trustees Hits the Market](https://www.modus.news/novel-insurance-policy-for-nefarious-trustees-hits-the-market.md) - The Marsh McLennan Agency has created what it says is “first-of-its-kind” coverage for trustees who don’t fall under a family office’s or trust company’s other policies.
- [A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War](https://www.modus.news/a-surge-in-new-family-offices-fueled-by-mega-ipos-will-spark-a-total-software-war.md) - The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.
- [A Family-Office Website Has a New Mystery Operator](https://www.modus.news/a-family-office-website-has-a-new-mystery-operator.md) - Unbeknownst to two consultants until this week, someone started using their old domain name to publish content about family offices.
- [A Paradox at Goldman Sachs’s Apex Family Office Symposium](https://www.modus.news/a-paradox-at-goldman-sachss-apex-family-office-symposium.md) - Artificial intelligence was omnipresent at the bank’s annual conference while executives craved human connection as much as ever.
- [Allocation Alterations, Dollar Fears and Fewer Direct Investments: The Aberrant Findings in UBS’s 2026 Global Family Office Report](https://www.modus.news/allocation-alterations-dollar-fears-and-fewer-direct-investments-the-aberrant-findings-in-ubss-2026-global-family-office-report.md) - More family offices are shifting their portfolios than usual, and in ways unlike in recent years.
- [Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later.](https://www.modus.news/addepars-ai-is-already-a-hit-the-cost-will-get-sorted-out-later.md) - Roughly half of Addepar’s 1,400 client organizations are using the Addison tool that debuted in March, and it’s spending “as much as it takes” to quickly deliver more powerful capabilities and agents to users this year.
- [Chicago Booth’s Family-Office Ambitions](https://www.modus.news/chicago-booths-family-office-ambitions.md) - One of the top business schools appointed the first executive director for its Family Office Initiative and plans to expand its curriculum, research, and in-person gatherings for family offices.
- [Two Skills That Could Land You That Family-Office Job](https://www.modus.news/two-skills-that-could-land-you-that-family-office-job.md) - Or many jobs in finance, according to journeyman of accounting, banking, asset management and other industries recently surveyed by the CFA Institute.
- [Justin Baer Spent Years Reporting on Fidelity Investments. A Book Became Overdue.](https://www.modus.news/justin-baer-spent-years-reporting-on-fidelity-investments-a-book-became-overdue.md) - The Wall Street Journal editor shares why and how he wrote “House of Fidelity,” the most detailed account yet of the Johnson family and their powerful financial firm.
- [Back in a CIO Seat, What Stamp Will Beata Kirr Put on Northern Trust’s Global Family Office?](https://www.modus.news/back-in-a-cio-seat-what-stamp-will-beata-kirr-put-on-northern-trusts-global-family-office.md) - After a stint at a private-credit firm, the executive returns to allocating and will help guide 550 of the largest private investment portfolios.
- [A New Foundation Has One Mission: Close The Yawning Cybersecurity Gap at Family Offices](https://www.modus.news/a-new-foundation-has-one-mission-close-the-yawning-cybersecurity-gap-at-family-offices.md) - Two veterans of single-family offices started the nonprofit project called The Cyber Foundation.
- [A Lesson for Single-Family Offices From Wealth Management Firms: Discipline](https://www.modus.news/a-lesson-for-single-family-offices-from-wealth-management-firms-discipline.md) - Consulting firm F2 Strategy published a report about the evolving operations of wealth management firms. Single-family offices should read it, too.
- [A Family-Office Recruiter’s AI Experiment Has Not Gone as Planned](https://www.modus.news/a-family-office-recruiters-ai-experiment-has-not-gone-as-planned.md) - David Chie put years of search experience, the latest AI tech, a hot brand agency's advice, and his own money into making Maple Drive a self-service hiring wonder for family offices. They still want to talk to him on the phone.
- [The Funeral Home of New York's Celebrities and Ultrarich Has a Message for Family Offices](https://www.modus.news/the-funeral-home-of-new-yorks-celebrities-and-ultrarich-has-a-message-for-family-offices.md) - Every conversation William Villanova, the president of Frank E. Campbell, has with a family office starts with the same question and often ends with this specific advice.
- [The Investment Bank Hiring Family-Office ‘Apprentices’](https://www.modus.news/the-investment-bank-hiring-family-office-apprentices.md) - Bastiat Partners, a boutique investment bank in Los Angeles, is creating a summer program that it says will actually prepare college students for family-office investment jobs.
- [Goldman Sachs’s Top Family-Office Whisperer Leaves Apex Group for Ayco](https://www.modus.news/goldman-sachs-top-family-office-whisperer-leaves-apex-group-for-ayco.md) - Sara Naison-Tarajano, who formalized Apex, the group of investment bankers dedicated to family offices, has been named head of the bank’s company-sponsored wealth management business.
- [In the Epstein Files, a Pointed Email About How Family Offices Invest](https://www.modus.news/in-the-epstein-files-a-pointed-email-about-how-family-offices-invest.md) - An email forwarded to Jeffrey Epstein in 2012 describes family offices much as they are today: interested in direct investments and “too tough to crack.” It didn’t deter him.
- [The Next Chapter of Tamarind Learning](https://www.modus.news/the-next-chapter-of-tamarind-learning.md) - The education platform is offering 20 families a $100,000 lifetime subscription and raising capital to develop an AI platform.
- [Addepar Releases Its AI Platform ‘Addison’ to All Users](https://www.modus.news/addepar-releases-its-ai-platform-addison-to-all-users.md) - 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?](https://www.modus.news/is-the-modus-family-office-tech-map-doomed.md) - 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](https://www.modus.news/the-access-myth-and-everything-else-john-samuels-must-explain-to-family-offices.md) - 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](https://www.modus.news/former-bluemountain-exec-brings-allposit-his-personal-family-office-software-to-market.md) - 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](https://www.modus.news/family-office-access-a-database-with-thousands-of-professionals-sells-to-iss-market-intelligence.md) - 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](https://www.modus.news/in-j-p-morgans-latest-family-office-report-a-delta-between-objectives-and-actions.md) - 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](https://www.modus.news/the-european-family-offices-paying-cios-the-most.md) - The expected and peculiar about European participants in Heidrick & Struggles’ first family-office compensation survey.
- [The Family Offices Paying CIOs the Most](https://www.modus.news/the-family-offices-paying-cios-the-most.md) - 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](https://www.modus.news/alumni-ventures-is-teaching-future-family-office-leaders-startup-investing.md) - 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](https://www.modus.news/when-family-offices-should-invest-in-2026-according-to-the-stars.md) - 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](https://www.modus.news/moduss-family-office-predictions-for-2026.md) - A journalist's best soothsaying, informed by hundreds of in-person meetings, phone calls, texts, and email threads.
- [Modus Turns One](https://www.modus.news/modus-turns-one.md) - An annual letter that memorializes some highs and lows, celebrates what was achieved, and shares what’s next.
- [iPaladin, Amid Litigation With Orca, Is Raising Capital From Investors](https://www.modus.news/ipaladin-amid-litigation-with-orca-is-raising-capital-from-investors.md) - The software company has also notified 12 other firms that they could be infringing on its patents.
- [Notable Aspirations in the 2025 UBS Billionaire Ambitions Report](https://www.modus.news/notable-aspirations-in-the-2025-ubs-billionaire-ambitions-report.md) - What the wealthiest people want, what they are doing, and what they are worried about right now.
- [The Family-Office Agenda of Addepar’s First Chief Client Officer](https://www.modus.news/the-family-office-agenda-of-addepars-first-chief-client-officer.md) - Janeen France already has a list of objectives, including: make Addepar the data foundation for AI at family offices.
- [Another Sign Points Family Offices Toward OCIO Road](https://www.modus.news/another-sign-points-family-offices-toward-ocio-road.md) - 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](https://www.modus.news/as.md) - "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](https://www.modus.news/less-government-funding-tax-changes-and-a-higher-stock-market-build-momentum-for-giving-season.md) - 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](https://www.modus.news/a-new-affirming-family-office-report-by-bank-of-america.md) - 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](https://www.modus.news/ubs-keeps-growing-its-family-office-solutions-group.md) - 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](https://www.modus.news/layoffs-at-cambridge-associates-could-spell-opportunity-for-family-offices.md) - 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](https://www.modus.news/leverage-at-family-offices-is-looking-more-institutional.md) - 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](https://www.modus.news/controlling-what-they-can-family-offices-are-back-to-updating-their-tech.md) - 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.](https://www.modus.news/he-sold-personal-capital-for-1-billion-but-bill-harris-cant-stop-starting-businesses.md) - 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](https://www.modus.news/introducing-the-modus-allocation-index.md) - We're tracking the average strategic asset allocation at large, single-family offices, so you don't have to.
- [Modus Family Office Allocation Index](https://www.modus.news/modus-family-office-allocation-index.md) - The average strategic asset allocation at large, single-family offices.
- [Big Updates to the Modus FO Tech Map](https://www.modus.news/big-updates-to-the-modus-fo-tech-map.md) - Three categories and more than 20 companies were added to v3.
- [Citi’s Latest FO Report, A CIO’s Defense & Arch’s Series B Round](https://www.modus.news/citis-latest-fo-report-a-cios-defense-archs-series-b-round.md) - The bank released its 2025 global family office report. Michael Mann and Anchor Capital responded to litigation. The alts management software raised $52 million in funding.
- [Arch, an Alts Software Used by Over 180 Family Offices, Raises $52 Million in Funding](https://www.modus.news/arch-an-alts-software-used-by-over-180-family-offices-raises-52-million-in-funding.md) - Oak HC/FT led the Series B funding round for the company, as assets on the platform more than doubled to over $250 billion during the past 14 months.
- [A Texas Family Office Sues Its CIO](https://www.modus.news/a-texas-family-office-sues-its-cio.md) - Jean Christine Thompson and TPC allege that Michael Mann made poor investments to benefit himself and lied about his own wealth to get a multimillion-dollar personal loan.
- [The Goldman Sachs Family Office Report Tells the Alternatives Truth](https://www.modus.news/the-goldman-sachs-family-office-report-tells-the-alternatives-truth.md) - While there are more offices with bigger, better portfolios, the average allocation to alternative investments has hardly changed.
- [iPaladin Has Sued Orca, Alleging Patent Infringement](https://www.modus.news/ipaladin-has-sued-orca-alleging-patent-infringement.md) - After months of tangling over the venue and efforts to dismiss the case, the two companies failed to resolve the dispute in mediation last week.
- [They Tore Up — And Rewrote — The Book on Family Office Recruiting](https://www.modus.news/they-tore-up-and-rewrote-the-book-on-family-office-recruiting.md) - In 2020, the recruiting firm Somers Partnership published a guide on how to work for family offices. This year, an overhaul was needed.
- [Call It a Sunrise: The Task of Spending Down a $2 Billion Family Foundation](https://www.modus.news/call-it-a-sunrise-the-task-of-spending-down-a-2-billion-family-foundation.md) - 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](https://www.modus.news/modus-fo-tech-map-v1.md) - A snapshot of the industry's fast-changing universe of software and service providers.
- [Modus Family Office Technology Map](https://www.modus.news/modus-family-office-technology-map.md) - A visualization of software and services used by single-family offices.
- [Family Offices Enter a New Stage of the Portfolio Continuum](https://www.modus.news/family-offices-enter-a-new-stage-of-the-portfolio-continuum.md) - 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](https://www.modus.news/a-somber-summer-dispatch.md) - 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.](https://www.modus.news/who-is-mr-family-office-you-get-to-know-when-you-need-to-know.md) - 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](https://www.modus.news/a-report-full-of-firsts-by-morgan-stanley-and-botoff-consulting.md) - 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?](https://www.modus.news/banks-want-loyalty-in-writing-now-will-family-offices-demand-the-same.md) - An explicit pledge might never be necessary, since offices already expect fealty.
- [Archway’s ‘Charm Offensive’ Has Begun](https://www.modus.news/archways-charm-offensive-has-begun.md) - 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](https://www.modus.news/insuring-a-100-million-art-collection-is-requiring-more-creativity.md) - 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](https://www.modus.news/erin-hulses-10-unexpected-years-of-consulting-family-offices-on-tech.md) - The founder of Deviate Consulting never planned to employ 20 people or be in the business of helping billionaires choose software. But it happened.
- [Why More Family Offices Are Considering Cache](https://www.modus.news/why-more-family-offices-are-considering-cache.md) - A new Cache exchange fund, benchmarked to the S&P 500 and rebalanced after an in-kind transfer ETF, makes a diversification tool for concentrated stock positions even more accessible and attractive.
- [A Dispatch From Goldman Sachs’s Apex Family Office Symposium](https://www.modus.news/a-dispatch-from-goldman-sachs-apex-family-office-symposium.md) - The speakers and most engaging topics at this year’s exclusive gathering.
- [The Stealth-Mode Startup Building an Army of Agents for Family Offices](https://www.modus.news/the-stealth-mode-startup-building-an-army-of-agents-for-family-offices.md) - Nivalto will be “a true partner in decision-making and execution,” its founder says.
- [David Chie’s Plan to Upend Recruiting for Family Offices](https://www.modus.news/david-chies-plan-to-upend-recruiting-for-family-offices.md) - Maple Drive, an AI-first executive search firm, won’t replace recruiters. It's helping them reach their full potential, Chie says.
- [A Reveal in UBS’s 2025 Global Family Office Report](https://www.modus.news/a-reveal-in-ubss-2025-global-family-office-report.md) - This year’s survey, conducted during the months before U.S. tariff announcements, shows how offices reacted to greater uncertainty.
- [What Endowments and Foundations Are Signaling to Family Offices](https://www.modus.news/what-endowments-and-foundations-are-signaling-to-family-offices.md) - If family offices want to emulate the investment portfolios of institutions, research suggests that more should hire OCIOs.
- [Can 3i Professionalize Club Deals? 650 Members Suggest It Has Already.](https://www.modus.news/can-3i-professionalize-club-deals-650-members-suggest-it-has-already.md) - Also, Bill Gates rethinks the Gates Foundation.
- [96 Pages](https://www.modus.news/96-pages.md) - Forgive me your honor I was hoping you might look me in the eye and deem my faith good might see that I wasn’t always the chosen son but ended up righteous somehow at the helm of this empire. I swear I’m not sure how it happened this leads to that and really your honor I just did what he said the o…
- [Asseta Rebrands, Raises $1.5 Million and Finds Traction With Family Offices](https://www.modus.news/asseta-rebrands-raises-1-5-million-and-finds-traction-with-family-offices.md) - Also, Lukas Walton’s Builders Vision names a new CIO.
- [Poetry & Fiction](https://www.modus.news/poetry-fiction.md) - "96 Pages" is the first of many works Modus will publish.
- [Family Office Technology Gets the Back-Burner](https://www.modus.news/portolio-blinders.md) - Consumed by markets and their portfolios, some family offices are delaying decisions related to software and other services.
- [CIOs vs. Seesaws](https://www.modus.news/cios-vs-seesaws.md) - 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](https://www.modus.news/walls-fall-at-northern-trust.md) - The firm’s global family and private investment offices group was siloed for specific clients, until this week.
- [A Widening Service Gap](https://www.modus.news/a-widening-service-gap.md) - 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](https://www.modus.news/future-proof-takeaways.md) - A reporter’s notebook from a family-office panel and more at a new wealth management conference.
- [Modus and Industry Milestones](https://www.modus.news/modus-industry-milestones.md) - 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](https://www.modus.news/rsm-chooses-arch-over-a-competitor-for-new-strategic-partnership.md) - The tax and consulting firm, which works with many family offices, previously had a similar relationship with Canoe Intelligence.
- [Aquiline’s Archway Thesis](https://www.modus.news/aquilines-archway-thesis.md) - Why the private equity firm acquired SEI’s family office services business.
- [Never Say No](https://www.modus.news/yes-every-time-2.md) - 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](https://www.modus.news/opto-mization.md) - 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](https://www.modus.news/a.md) - The software company is adding capabilities and accumulating competitors in the process.
- [Institutional Venn-acular](https://www.modus.news/institutional-venn-acular.md) - As family offices professionalize their investment management, more are turning to Venn, Two Sigma’s portfolio analytics platform.
- [Will More Family Offices Cache-in?](https://www.modus.news/will-more-family-offices-cache-in.md) - Srikanth Narayan started Cache, an exchange fund company, to help people diversify massive single-stock holdings.
- [Who to Call for Last-Minute, $95,000 Super Bowl Tickets](https://www.modus.news/who-to-call-for-last-minute-95-000-super-bowl-tickets-2.md) - Chantal Govashiri helps the wealthiest people get into the biggest football game of the year, among other things.
- [A Piper Sandler Pitch & SCOTUS Rules on CTA](https://www.modus.news/a-piper-sandler-pitch-scotus-rules-on-cta.md) - Why Matt Somma, someone deeply connected to family offices, joined the investment bank. And the Supreme Court speaks.
- [Formidable Hires](https://www.modus.news/formidable-hires.md) - Two institutional allocators join Christina Lewis’s new multifamily office.
- [Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators](https://www.modus.news/christina-lewiss-beatrice-advisors-lures-two-institutional-allocators.md) - Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.
- [A Startup’s CTA Rollercoaster](https://www.modus.news/a-startups-cta-rollercoaster.md) - Much is riding on a Supreme Court ruling.
- [A New Sandbox](https://www.modus.news/a-new-sandbox.md) - For nearly 20 years, Ray Denis created custom loans for family offices and other clients at JPMorgan Chase, Deutsche Bank, Raymond James, and then Bank of America. If they needed cash, Denis and his teams helped them borrow against high-value art, private planes, rare cars, structured products, hed…
- [Our Places](https://www.modus.news/our-places.md) - Programming note: The weekly Modus newsletter will resume on Friday, January 3. Don't miss that issue; I interviewed a founder who thinks family offices will be among his startup's power users. As kids in Northeast Ohio, my sisters and I would wake up at a cruel hour on Christmas morning, open pres…
- [Family Office ETFs Are Coming in 2025](https://www.modus.news/family-office-etfs-are-coming-in-2025.md) - Throughout this year, Maurits Pot, the founder and CEO of Tema ETFs, and his colleagues spent more time with family offices to learn about how they built investment portfolios — and how they wanted to in the future. Tema’s list of backers includes some high-profile wealth management executives (kno…
- [FinCEN: Family Offices Need Not Comply With the CTA During Litigation](https://www.modus.news/fincen-family-offices-need-not-comply-with-the-cta-during-litigation.md) - Clarity arrives after a block on the law, which the Justice Department has appealed.
- [UBS Billionaires & CTA Drama](https://www.modus.news/ubs-billionaires-cta-drama.md) - Hello, and welcome to Modus! Thank you for being among the hundreds of professionals — family-office employees, OCIOs, asset managers, investment bankers, accountants, attorneys and others — who subscribed to this weekly newsletter before a single email was sent. The support for Modus has been stun…
- [A Judge’s CTA Ruling Has Thrown All Family Offices Into Limbo](https://www.modus.news/a-judges-cta-ruling-has-thrown-all-family-offices-into-limbo.md) - A nationwide block of the Corporate Transparency Act has jolted stakeholders as a January deadline approaches.
- [Welcome to Modus](https://www.modus.news/coming-soon.md) - Independent, exclusive journalism and more for family-office professionals.

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