Controlling What They Can, Family Offices Are Back to Updating Their Tech Featured
Adoption of automated investment reporting and wealth aggregation platforms jumped this year, according to a report released this week by RBC and Campden Wealth.
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He Sold Personal Capital for $1 Billion. But Bill Harris Can’t Stop Starting Businesses. Featured
The serial entrepreneur and former CEO of Intuit and PayPal explains his latest startup, how he invests his own wealth, and why he does any of it in the first place.
Introducing the Modus Allocation Index Featured
We're tracking the average strategic asset allocation at large, single-family offices, so you don't have to.
Big Updates to the Modus FO Tech Map
Three categories and more than 20 companies were added to v3.
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.
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
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.