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, hedge fund interests
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
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 (known to
Clarity arrives after a block on the law, which the Justice Department has appealed.
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 stunning. In addition to subscribing, some of
A nationwide block of the Corporate Transparency Act has jolted stakeholders as a January deadline approaches.
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