96 Pages
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
Latest — page 4
Asseta Rebrands, Raises $1.5 Million and Finds Traction With Family Offices
Also, Lukas Walton’s Builders Vision names a new CIO.
Poetry & Fiction
"96 Pages" is the first of many works Modus will publish.
Family Office Technology Gets the Back-Burner
Consumed by markets and their portfolios, some family offices are delaying decisions related to software and other services.
CIOs vs. Seesaws
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
The firm’s global family and private investment offices group was siloed for specific clients, until this week.
A Widening Service Gap
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
A reporter’s notebook from a family-office panel and more at a new wealth management conference.
Modus and Industry Milestones
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
The tax and consulting firm, which works with many family offices, previously had a similar relationship with Canoe Intelligence.
Aquiline’s Archway Thesis
Why the private equity firm acquired SEI’s family office services business.
Never Say No
Bruce Stewart spent decades working for single-family offices. Can he build an alternative so good that clients feel they have their own?