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?
Latest — page 6
Opto-mization
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
The software company is adding capabilities and accumulating competitors in the process.
Institutional Venn-acular
As family offices professionalize their investment management, more are turning to Venn, Two Sigma’s portfolio analytics platform.
Will More Family Offices Cache-in?
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
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
Why Matt Somma, someone deeply connected to family offices, joined the investment bank. And the Supreme Court speaks.
Formidable Hires
Two institutional allocators join Christina Lewis’s new multifamily office.
Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators
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
Much is riding on a Supreme Court ruling.
A New Sandbox
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
Our Places
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