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They Tore Up — And Rewrote — The Book on Family Office Recruiting

They Tore Up — And Rewrote — The Book on Family Office Recruiting

Hundreds of family offices shared details about their focus, long-term incentive plans, and operational costs that they hadn’t previously disclosed.

Aug 29, 2025

Call It a Sunrise: The Task of Spending Down a $2 Billion Family Foundation

Call It a Sunrise: The Task of Spending Down a $2 Billion Family Foundation

Before his death in 2023, donations from Leon Levine, the founder of Family Dollar, nearly tripled the wealth of his family’s foundation. This is the plan to give it all away.

Aug 22, 2025

Modus FO Tech Map, v1

Modus FO Tech Map, v1

A snapshot of the industry's fast-changing universe of software and service providers.

Aug 15, 2025

Family Offices Enter a New Stage of the Portfolio Continuum

Family Offices Enter a New Stage of the Portfolio Continuum

Improved performance reporting, tools and resources haven’t made managing portfolios much easier. Offices acknowledge this and are turning to external partners as much as ever.

Aug 8, 2025

A Report Full of Firsts by Morgan Stanley and Botoff Consulting

A Report Full of Firsts by Morgan Stanley and Botoff Consulting

Hundreds of family offices shared details about their focus, long-term incentive plans, and operational costs that they hadn’t previously disclosed.

Jul 29, 2025

Welcome to Modus

Welcome to Modus

Independent, exclusive journalism and more for family-office professionals.

Sep 17, 2024

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