Modus Family Office Allocation Index
The average strategic asset allocation at large, single-family offices.
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Arch, an Alts Software Used by Over 180 Family Offices, Raises $52 Million in Funding
Oak HC/FT led the Series B funding round for the company, as assets on the platform more than doubled to over $250 billion during the past 14 months.
Modus Family Office Technology Map
A visualization of software and services used by single-family offices.
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.
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.
FinCEN: Family Offices Need Not Comply With the CTA During Litigation
Clarity arrives after a block on the law, which the Justice Department has appealed.
A Judge’s CTA Ruling Has Thrown All Family Offices Into Limbo
A nationwide block of the Corporate Transparency Act has jolted stakeholders as a January deadline approaches.
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