Less Government Funding, Tax Changes and a Higher Stock Market Build Momentum for Giving Season Featured
Private foundations increased the number of grants they made and the total amount of money donated — trends expected to continue this year.
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A New, Affirming Family Office Report by Bank of America Featured
The inaugural report, based on a survey of over 300 family offices, echoes those of other banks but has its own insights.
UBS Keeps Growing Its Family Office Solutions Group Featured
A former single-family office executive and another art advisor recently joined the unit dedicated to the wealthiest private clients in the U.S., bringing its total to about 60 professionals.
Layoffs at Cambridge Associates Could Spell Opportunity for Family Offices Featured
The investment consultant and OCIO recently laid off about 75 employees. Some who lost their jobs could be sought after by family offices, which face a chronic struggle to find workers.
Leverage at Family Offices Is Looking More Institutional Featured
The percentage of offices using leverage hasn’t changed, but how they use it has, according to a first-ever report by Deutsche Bank.
Controlling What They Can, Family Offices Are Back to Updating Their Tech
Adoption of automated investment reporting and wealth aggregation platforms jumped this year, according to a report released this week by RBC and Campden Wealth.
He Sold Personal Capital for $1 Billion. But Bill Harris Can’t Stop Starting Businesses.
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
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
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
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.