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A darkened, pixelated version of the Modus Family Office Technology Map. Illustration by Modus.
Like the recently improved Modus Family Office Allocation Index, the Modus Family Office Technology Map badly needed an update. That process began in earnest this week.
The market map of software and service providers used by single-family offices now matches Modus’s refreshed brand, has more categories, and includes dozens of added companies. In the past, I’ve wondered whether the map is doomed; eventually, company failures and consolidation could make it less interesting or useful. That day hasn’t arrived. There are now nearly 100 companies on the map, some scrapping with each other for the growing number of family-office customers, and more are coming.
Since I published the first iteration of the map a year ago, readers have sent periodic notes, all saying something like: The map is good—but it could be so much better. Family offices, software companies, consultants, and asset managers that invest in these businesses mostly wanted to see more companies and categories. The latest version at least delivers that.
A few reminders about why this map is useful and different:
Unlike other directories and marketplaces, companies don't pay to be on the map. Like this newsletter, the map will always be an independent, transparent resource. (I have never been, nor will I be, an investor in any of these companies on the map, or consult for family offices, the companies, asset managers, or others.)
Only Modus determines which companies are on the map, and their inclusion is not an endorsement. Like other types of professionals, journalists often create their own org charts, market maps and other visualizations to help us better understand and analyze the people, companies and industries we cover. The tech map is a lighter version of what I am creating for myself, and I hope others will find it useful.
The map is a living document that will continuously evolve in the years to come. New companies will always be added, and some will go out of business. (There will inevitably be a “graveyard” section someday.) I intend to keep it as up to date as possible.
But to improve this chart, I need your help!
Check out the new tech map. Please keep sharing new companies, categories, updates, ideas and your opinions.
Together, you can help me synthesize a map that will make me a more informed journalist and, in turn, write better newsletters for you to read.
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More News
Only in Modus: Texas Family Office Settles Case Against Its Former CIO, ending a rare public court battle between a family office and a former executive.
UBS published its final quarterly report of the year for family offices (covering co-investment structures, rethinking participation in a multfamily office, and practical advice for philanthropists) and the 237-page Art Basel and UBS Survey of Global Collecting 2026.
Ultrawealthy families “seek consensus on portfolio strategy, spending levels, or values. That instinct is understandable. It is also largely futile…Agreements made at one stage of family life rarely survive the next. The real challenge is not how to manufacture agreement. It is how to design structures that allow differences to coexist, without destabilizing the family or the capital,” according to a Cambridge Associates report.
Contextual information private-equity managers share early on about their portfolio companies better predicts future performance than interim valuations, according to a paper by researchers at the National Bureau of Economic Research.
“Over time, this pattern reverses, with interim valuations becoming more important in explaining future returns, especially after portfolio companies have a financing event. The results vary not only with the tone but also with the content of fund manager disclosures. In an opaque market with substantial information asymmetries, textual discussions seem to serve as a signal about general partner quality,” In the paper making the round, the authors write.BCG explains that AI poses new sustainability risks and opportunities in its new private markets report.
BDT & MSD Partners bought a majority stake in Sunrise Senior Living, the fifth largest senior-housing operator in North America, The Wall Street Journal reported first.
Bill Harris, the Marine Corps veteran and one of the main kidnappers of the heiress Patricia Hearst in 1974, died at 81. His New York Times obituary includes fascinating background on the Symbionese Liberation Army, which thought the Hearst family media empire was a propaganda arm of the U.S. government. (A good reminder that, over different decades and all political parties, media empires have always been accused of aligning with or trying to destroy the U.S. government.)
Jobs
Head of finance, accounting and operations. Paul Family Office, the family office of content creator and entrepreneur Jake Paul, is hiring someone to manage the financial operations of a diverse portfolio across media, sports, and technology. It’s a “fast-paced, highly visible environment,” and the role involves collaborating with CEO Laura Brady and leadership, an accounting firm, lawyers and wealth advisors. (Remote; no salary or benefit details.)
Chief financial officer and head of family office. Recruitment firm Agreus is helping a single-family office find a new leader.
This person will join a group that already includes in-house general counsel and a financial administration lead, and will work closely with real estate executives, an external accounting firm, the OCIO firm managing their portfolio and other advisers.
The family has a small group of operating and private companies, some with international subsidiaries; a multifamily real estate platform with an active development and acquisition pipeline; around 15 family trusts and a family foundation; and aviation and marine operations with their own crews, an art collection (which must be significant enough that it’s worth mentioning in a job description). The office also tends to the “personal affairs of the principal and, occasionally, his brother.” (Philadelphia, Pennsylvania; no salary or benefits details.)Family office senior investment analyst. Roch Capital, a privately held investment firm of the Abessinios, is hiring an analyst to run the day-to-day of its portfolios (mostly private equity and real estate). Ideal candidates will have at least five years of relevant experience. The new hire will be expected at the office from 8 a.m. to 5 p.m. Monday through Friday. (Glen Mills, Pennsylvania; no salary or benefit details.)
Executive assistant to chairman. Recruitment firm TalentSmiths is helping the principal of a family office find an executive assistant and their checkbook is out! The salary “number is deliberate. We are looking for one of the very best executive assistants in the United States. Someone operating at the absolute pinnacle of the profession and open to relocation and a different way of life.” (Austin, Texas; $400,000 + bonus and other benefits.)
Private bank wealth strategist. Nathan J. Duncan, director of wealth strategy at Huntington National Bank, to help deliver the company’s intellectual capital to its wealthiest clients and financial advisors. The group is “growing rapidly, curating a state-of-the-art capabilities platform, and hiring nationally across Huntington's footprint, despite this posting listing Columbus as the location. Huntington is not working with third-party agencies for this role, so apply or message Nathan. (Columbus, Ohio; $208,000 + other incentive comp and benefits.)
Remember: The “Jobs” section is wholly curated and written by me. Modus is not compensated by any candidate, recruiter, or hiring firm for inclusion. If you have an open position you want to share here, reply to this email or send it to: [email protected].
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I’ll be…
Going to Swenson’s.
At Bender's Tavern tomorrow, celebrating my dad’s retirement.
On a plane back to New York on Sunday, where I plan to start “Dungeon Crawler Carl”.
