Citi’s Latest FO Report, A CIO’s Defense & Arch’s Series B Round Featured
The bank released its 2025 global family office report. Michael Mann and Anchor Capital responded to litigation. The alts management software raised $52 million in funding.
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A Texas Family Office Sues Its CIO Featured
Jean Christine Thompson and TPC allege that Michael Mann made poor investments to benefit himself and lied about his own wealth to get a multimillion-dollar personal loan.
The Goldman Sachs Family Office Report Tells the Alternatives Truth Featured
While there are more offices with bigger, better portfolios, the average allocation to alternative investments has hardly changed.
iPaladin Has Sued Orca, Alleging Patent Infringement
After months of tangling over the venue and efforts to dismiss the case, the two companies failed to resolve the dispute in mediation last week.
They Tore Up — And Rewrote — The Book on Family Office Recruiting
In 2020, the recruiting firm Somers Partnership published a guide on how to work for family offices. This year, an overhaul was needed.
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.
Modus FO Tech Map, v1
A snapshot of the industry's fast-changing universe of software and service providers.
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.
A Somber Summer Dispatch
Memorials for Wesley LePatner and Julia Hyman, a UBS HQ move, and the Super Bowl ticket market.
Who is Mr. Family Office? You Get to Know When You Need to Know. Featured
The anonymous executive behind the popular X account shares details about his new investment community, exclusively with Modus.
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.
Banks Want Loyalty in Writing Now. Will Family Offices Demand the Same?
An explicit pledge might never be necessary, since offices already expect fealty.