Modus & Industry Milestones Featured
The newsletter passes 1,000 subscribers. And what a recent private equity deal signifies for the family-office ecosystem.
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Aquiline’s Archway Thesis Featured
Why the private equity firm acquired SEI’s family office services business.
Never Say No Featured
Bruce Stewart spent decades working for single-family offices. Can he build an alternative so good that clients feel they have their own?
Opto-mization
The startup Opto Investments is partnering with big private wealth management firms. But its backers and early clients were family offices.
Addepar’s Long Game
The software company is adding capabilities and accumulating competitors in the process.
Institutional Venn-acular
As family offices professionalize their investment management, more are turning to Venn, Two Sigma’s portfolio analytics platform.
Will More Family Offices Cache-in?
Srikanth Narayan started Cache, an exchange fund company, to help people diversify massive single-stock holdings.
Who to Call for Last-Minute, $95,000 Super Bowl Tickets
Chantal Govashiri helps the wealthiest people get into the biggest football game of the year, among other things.
A Piper Sandler Pitch & SCOTUS Rules on CTA
Why Matt Somma, someone deeply connected to family offices, joined the investment bank. And the Supreme Court speaks.
Formidable Hires
Two institutional allocators join Christina Lewis’s new multifamily office.
A Startup’s CTA Rollercoaster
Much is riding on a Supreme Court ruling.
A New Sandbox
For nearly 20 years, Ray Denis created custom loans for family offices and other clients at JPMorgan Chase, Deutsche Bank, Raymond James, and then Bank of America. If they needed cash, Denis and his teams helped them borrow against high-value art, private planes, rare cars, structured products, hedge fund interests