Modus News

For this morning's Modus News newsletter, I interviewed StoryKeep founder Jamie Yuenger about her work producing private films and podcasts for families — and why projects increasingly focus on places instead of people. Check your inbox or read the newsletter here ⬇️ https://lnkd.in/e6eqfnKR #familyoffices #wealthmanagement #media

The third Modus News newsletter — with a holiday-related exclusive — goes out tomorrow. Don't miss it; sign up here: https://lnkd.in/eKX4Xsm5 Also, some people didn't get the first couple of newsletters like they expected. Here's how you troubleshoot: 🚮 Check your spam folder. 📥 Sign up already and not get the emails? Try signing up again, look for a confirmation email, and click the green button to complete the subscription process. 🛑 Still no emails? Your company could be blocking Modus because it is a brand new website — ask your employer to whitelist Modus so you can receive emails. 😢 Want to read the newsletters in the meantime? Every issue is archived and available at modus.news. #familyoffices #assetmanagement #wealthmanagement

ETFs explicitly for family offices? And a nice tax twist at launch? I spoke to Tema ETFs founder Maurits Pot about two funds the asset manager recently filed to launch and why their strategies should appeal to smaller family offices. Like Tema, more managers might also start encouraging Section 531 in-kind transfers to ETFs in the future... "Multi-asset portfolios take this approach to another level. They offer all of the tax benefits of the ETF wrapper across asset classes, removing the cost and effort of rebalancing between products," Brent Sullivan of Tax Alpha Insider told Modus News. Read more below, only in the newsletter ⬇️ https://lnkd.in/gy2-6ZzZ #etfs #assetmanagement #familyoffices

ICYMI earlier: The latest Modus News newsletter is out. Check your inbox or read it here ⬇️ https://lnkd.in/gy2-6ZzZ #familyoffices #wealthmanagement #etfs

beehiiv, Ghost (which we used to build Modus News) and others are all great platforms for powering an independent media business. Substack isn't on that list, for the reason Tyler Denk 🐝 tersely laid out here: "Substack has become the Amazon of publishing. It offers the consensual hallucination of independence and ownership while deceivingly consolidating control and dictating the terms of success for sellers (i.e. you, the writers). Yes, standalone businesses on Amazon can make good, often great, money – but they’ll never be truly valuable companies. And here’s why: they don’t truly own the customer relationship… Amazon does." #newsletters #magazines #familyoffices

ICYMI: The U.S. Department of Justice is appealing a nationwide block on the CTA, and FinCEN says family offices will not have to comply while it's being litigated. Details here: https://lnkd.in/eAbPcgRY #familyoffices #privacy #wealthmanagement

🚨 Modus News PSA 🚨 : As expected, many people didn't get the first newsletter this morning like anticipated. Here's how you troubleshoot: 🚮 Check your spam folder — it could be in there (but this is unlikely). 📥 When you signed up, did you get a confirmation email AND click the green button in the email to complete the subscription process? If not, try again: https://lnkd.in/eKX4Xsm5 🛑 Still no luck? Your company could be blocking Modus because it is a brand new website — ask your employer to whitelist Modus so you can receive emails. 😢 Still want to read the first newsletter? No worries! Every issue is archived and available at modus.news (I've shared the first newsletter below, too)! https://lnkd.in/gX4Eumma #familyoffices #wealthmanagement #assetmanagement

The weekly Modus News newsletter started today! Anyone can read it here 👇 And don't miss it next Friday. Subscribe with this 🔗 : https://lnkd.in/euHhPhux https://lnkd.in/e8xeB48r #familyoffices #wealthmanagement #cta

Here it is, the first Modus News story! 💥 The Corporate Transparency Act has been litigated all year, but family offices and millions of businesses were still preparing to comply on January 1. Now, it's been blocked nationwide, so I asked Melissa Goldstein, a partner at Schulte Roth & Zabel LLP, what will happen next. #familyoffices #cta #aml

Modus starts sending its weekly family office newsletter TOMORROW! Hundreds of people — FO employees, asset managers, bankers and others — have already subscribed. Don't miss it! ⬇️ https://lnkd.in/euHhPhux #familyoffices #assetmanagement #wealthmanagement