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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