What Endowments and Foundations Are Signaling to Family Offices Featured
If family offices want to emulate the investment portfolios of institutions, research suggests that more should hire OCIOs.
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Can 3i Professionalize Club Deals? 650 Members Suggest It Has Already. Featured
Also, Bill Gates rethinks the Gates Foundation.
Asseta Rebrands, Raises $1.5 Million and Finds Traction With Family Offices Featured
Also, Lukas Walton’s Builders Vision names a new CIO.
Poetry & Fiction
"96 Pages" is the first of many works Modus will publish.
Family Office Technology Gets the Back-Burner Featured
Consumed by markets and their portfolios, some family offices are delaying decisions related to software and other services.
CIOs vs. Seesaws
What family-office portfolio managers are — and aren’t — doing while tariffs rapidly change, a full-on trade war begins, and markets whipsaw.
Walls Fall at Northern Trust
The firm’s global family and private investment offices group was siloed for specific clients, until this week.
A Widening Service Gap
As the number of family offices and their demand for experienced personal service employees has grown, the talent pool feels even smaller.
Future Proof Takeaways
A reporter’s notebook from a family-office panel and more at a new wealth management conference.
Modus and Industry Milestones
The newsletter passes 1,000 subscribers. And what a recent private equity deal signifies for the family-office ecosystem.
Aquiline’s Archway Thesis
Why the private equity firm acquired SEI’s family office services business.
Never Say No
Bruce Stewart spent decades working for single-family offices. Can he build an alternative so good that clients feel they have their own?