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Family Office Research & Insights

How to Utilize Industry Intelligence for Outreach Excellence

As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at this cloudy landscape and provides the tools necessary for a smooth, productive and humanized outreach solution. Thanks to cutting-edge technology emerging in the market, such as the ...

Monthly Family Office Data Report April 2020

Designed to greatly enhance your capital raising efforts, the FINTRX family office data and research platform offers an inside look at the alternative investment industry and private capital markets. With complete coverage on 2,833+ family offices, 11,063+ family office contacts, and 11,386+ ...

3 Ways the FINTRX Platform Increases our Clients' Efficiency

Particularly in light of our current economic environment, it undoubtedly pays to have a highly efficient workflow. In utilizing the FINTRX family office and data platform, the outdated and lagging methods of prospecting family offices are overcome, allowing you to spend time building relationships ...

Navigating the Family Office Market: SFOs vs MFOs

As we round the corner into May 2020, the FINTRX team has been busy refining new product enhancements, enabling our users and putting together family office content that we hope you continue to find valuable. Our latest piece is surrounding the unique similarities and differences between the ...

FINTRX Family Office Data Report Q1 2020

FINTRX kicked off 2020 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. With that information, we constructed the FINTRX Q1 2020 Family Office Data Report to deliver key family office statistics, notable trends and ...

How our Clients are Optimizing FINTRX with Customization

Universally, we are all trying to find ways to promote efficiency and best allocate the time we have to execute our roles and responsibilities in the office (or as of late - at home). The FINTRX solution delivers industry-leading family office intelligence across our diverse global suite of ...

Valuation is Now Even More Important in Alternative Investments

Current Client Spotlight  | Written by: James C. Row of  Entoro Capital If private placement valuation was important and considered as an option in 2019, it has become a requirement in 2020. In fact, any alternative investment must undertake an updated valuation to be relevant.

3 Ways our Clients are Utilizing FINTRX While Working Remotely

During these unpredictable and isolating times, there seems to be one constant that many of us are sharing - and that is the 'new normal' of suddenly working from home. With more time in front of the computer and the inability to travel, many of us are finding that we have some extra time to put ...

FINTRX Family Office Data Report March 2020

A broad range of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX family office data and research platform to identify, access and raise family office capital. Blending research, analytics and technology into one solution, we have provided further ...

New Release: FINTRX Resource Library

A lack of time and information can cause major inefficiencies when it comes to fundraising within the family office sector. To help assist you in your capital raising efforts, FINTRX is eager to bring your attention to our newly refurbished Resource Library - where you can easily filter and search ...

FINTRX 2020 Family Office Hedge Fund Activity Report

FINTRX is excited to share our 2020 Family Office Hedge Fund Activity Report. In this report, you will find an in-depth analysis into why hedge funds should target family office capital. The report provides a regional breakdown, family offices investing in both hedge funds and impact investments, ...

February 2020 Family Office Data Report

A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX data and research platform to identify, access and raise family office capital. Blending research, analytics and technology into a single solution, we have provided further analysis into ...

3 Recent Family Office Direct Investment Deals

Over the past few years, family offices around the world have greatly increased in size, number and sophistication. Along with this transition has come a drastic change in their investment approach, particularly a greater demand for transparency and control over their allocation of funds. In ...

January 2020 Family Office Data Report

A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to identify, access and raise family office capital. Blending research, analytics and technology into a single solution, we provided further analysis into the most prominent family ...

2019 FINTRX Family Office Data Review

With the new year already upon us, FINTRX constructed the 2019 FINTRX Family Office Data Review to reflect on various data trends that emerged within the alternative investment industry over the past year and how this evolving landscape helped shape the FINTRX platform into what it is today. In an ...

New Release: FINTRX News Portal

FINTRX is excited to announce a new feature within our family office data solution and prospecting tool that provides users with the ability to stay up to date on all news pertaining to their prospects and the alternative wealth space as a whole. The FINTRX News Portal features a bookmarking tool, ...

FINTRX Family Office Industry Report Released | Part 1 of 3

We are excited to share part 1 of our 3 part Global Family Office Report, sponsored by Charles Schwab. In this report, you will find a detailed look into the geographic breakdown and asset distribution of the global family office ecosystem.

December 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to target and connect with family office capital. Blending research, analytics and technology into a single one-stop solution, we provide further analysis into the many family office ...

How to Get the Most out of Family Office Conferences & Events

Conferences are a reality in the business world. Regardless of your profession, level of experience or the industry in which you work, networking events provide invaluable opportunities to enhance your career and personal growth. Given the traditional furtive nature of the private wealth ...

November 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into the many family office data trends our research ...

Uncovering Commonalities to Drive Better Family Office Outreach

Today's technological advances makes finding commonalities in your family office network easier than ever before. Comprehensive family office data and research platforms such as FINTRX, make it possible to discover unique similarities that in turn, drive stronger, more efficient outreach processes. ...

5 Effective Ways to Tackle the Family Office Market

The family office landscape is opaque by nature. This makes finding, approaching and maintaining strong relationships with those in the private wealth space daunting and laborious tasks for many. Given their unique standards and preferences, individuals and funds targeting this wealth channel ...

Why Family Offices Continue to Shift Towards Direct Investments

Family offices continue to reassess traditional approaches to asset allocation, ultimately shying away from the conventional methods of portfolio construction. At an increasing rate, these savvy wealth vehicles are plunging into direct investment opportunities to utilize the many advantages they ...

October 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into the many family office data trends our research ...

The Allure of Real Estate Investing for Family Offices

The real estate market is a favorable territory for family offices, individual investors, and institutional investors around the world. Utilizing our leading family office data and research tool, FINTRX continues to highlight family offices making direct investments in real estate ventures. This ...

Family Offices Continue to Get Younger & Trend Toward Impact Investing

Several indicators highlight the continuously growing trend of family offices increasing their allocations to impact focused funds and companies. To understand this trend, let us begin with the overall spike in the prevalence of environmental, social and governance investing. As research ...

5 Family Offices Making Impact Investments

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Utilizing FINTRX, our family office data and research platform, which covers hundreds of families active in ESG/impact ...

3 Common Challenges We Solve for Our Clients Targeting Family Offices

Like many companies, FINTRX evolved from a personal pain point - the inability to find updated, quality information on the private wealth and family office markets. Today, FINTRX is the result of years of client feedback, each looking for a better alternative to raising capital. As we continue our ...

The 2019 Guide to Family Offices

What is a Family Office? Let's start with the basics. The true definition of a family office is defined as a group that provides a family (or multiple families) with a multitude of personal and wealth management services. Like any vertical dealing with the ultra wealthy, every family office is ...

10 Reasons Why Family Offices Make Great Investors

Over the past thirty years or so, family offices have become the preeminent financial model for the ultra wealthy. This amassing of capital has resulted in the family office becoming an intricate player within the private capital markets. As the leading family office data and research platform ...

FINTRX Family Office Data Report Q3 2019

With Q3 of 2019 already in the books, we have provided further analysis into the family office data trends and changes our research team has compiled from the quarter. Continue reading for an in-depth breakdown on how the Q3 unfolded within our ecosystem of 2,573+ family offices, 10,452+ contacts, ...

Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. While this transformation continues to add value for high net worth families and individuals around the world, this unparalleled expansion has added a new ...

FINTRX Welcomes Six New Team Members

FINTRX is excited to announce the recent hiring of six new team members - Amy Chang as Data Science Engineer, Vincent Xu as Data Science & Analytics Associate, Colin Aylward, Emma Kelly, and Steven LeBlanc as Business Development Analysts, in addition to Sarah Wright who joins us as a Client ...

Single Family Office FAQs

Single family offices have rapidly advanced over the past several years, reforming the way the ultra wealthy manage and allocate capital. While this transformation continues to add value for high net worth families and individuals around the world, this unprecedented maturation has also added a new ...

Three Family Offices Investing in Blockchain

Utilizing our family office data and research platform, we have uncovered a number of family offices investing in blockchain technology and crypto related projects. Continue reading for further insight... 

Three Family Offices Investing in Cannabis

Utilizing our family office data and research platform, we have uncovered a number of family offices investing in the cannabis industry. Continue reading for further insight...

FINTRX Family Office Data Report August 2019

As we enter the final quarter of 2019, please find a comprehensive summary of our data activity for the month of August. 

New Release: Updated Smart Search

FINTRX is excited to announce that we have enhanced our family office Smart Search feature to provide a more efficient way of searching single and multi-family office data utilizing shortcuts and recent queries. We've provided further color on this new feature below.

Mid 2019 Family Office Direct Investment Report

With the first half of 2019 already in the books, we've constructed a comprehensive family office direct investment report that provides insight on the investing trends for the first half of the year. The information contained here, constructed from FINTRX-Buy-Side, provides useful data and ...

Interview with Nisa Amoils, Venture & Growth Tech Investor at Mordan Capital

We sat down with Nisa Amoils to discuss a number of items within the technology and private wealth space. Nisa has been named one of Business Insider’s 30 Women in Venture Capital to Watch in 2018, and Top 100 women in Fintech in 2019 by LATTICE80. Nisa Amoils is a tech investor and has been a ...

Direct Investment Regional Breakdown

The FINTRX Buy-Side data solution and prospecting tool tracks direct investments made by family offices into over 93 industries worldwide. As we continue to track the direct investment activity within the global family office space - via our FINTRX Buy-Side Platform - we’ve unpacked some further ...

New Release: List Indicator

FINTRX is excited to release a new feature within our family office data solution and prospecting tool that easily identifies the investors and contacts that already live on at least one of your personal lists. Read ahead for further insight...

New Release: Family Office Year Established

Within the FINTRX family office data solution, users can now immediately target family offices by the year in which they were founded. 

New Release: FINTRX Mobile Version

  FINTRX is pleased to announce the launch of our mobile application. Compatible with all mobile devices, and formatted specifically for your mobile screen, the FINTRX mobile app was created to provide you with instantaneous interactions and access to investors on the go.  

Interview with Catherine Grum, KPMG Head of Family Office Services UK

We sat down with Catherine Grum the head of KPMG's Family Office Services based in the UK. Catherine assists enterprising families establish and run their family offices. Catherine acts as a sounding board and trusted adviser to family members and senior family office executives. Catherine has ...

Interview with John Clifford, Conrad Family Office

John Clifford is the Founder and Managing Director of London-based Conrad Family Office. Conrad Family Office is an independent multi-family office based in London providing HNW and UHNW clientele with a range of personal and confidential services. With a core emphasis on trust and reciprocity, the ...

FINTRX Family Office Data Report May 2019

As we enter the final month of Q2 2019, please find a comprehensive summary of our data activity for the month of May.

Interview with Toby Thomson, Thomson Private Wealth

Toby is Principal of Thomson Private Wealth based in Mayfair, London. Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations. Toby started his career over a decade ago in discretionary portfolio management, however since ...

New Release: Family Office Contact Responsibilities

FINTRX is excited to share that we have added "Contact Responsibilities" to the contacts' module in each family office dossier. Users can now immediately target the applicable contact of focus for their outreach. 

New Release: Family Office Impact Investor Filter

FINTRX is pleased to share that we have added a new search filter to our family office Power Search module. Users now have the ability to query family offices based off their interest in impact/ESG investing. 

Interview with Paul Tracey, Grosvenor Law

Paul has extensive experience in advising high net worth individuals and family offices in the areas of trust and fiduciary disputes. Before joining Grosvenor, Law Paul worked in London, Jersey and Sydney. His multi-jurisdictional background is of particular benefit to clients with international ...

New Release: Family Office Enhanced Keyword Search

FINTRX is excited to share that we have greatly improved our family office "Keyword" search filter. We have evolved this feature to provide users with the most efficient search tool possible. 

New Release: Family Office Dossier Builder

              FINTRX is proud to announce the launch of Dossier Builder, a new add-on feature built within our family office platform. The Dossier Builder enables users to export up to ten profiles into a comprehensive investor portfolio, in PDF format, making it a great solution for those ...

FINTRX Q1 2019 Family Office Data Report

Q1 was a very busy quarter for our data and research team here at FINTRX. We kicked off 2019 by adding and updating hundreds of family office dossiers and key contacts within our platform. Below is a quick overview of our Q1 family office activity from 2019. A total of 224 new family offices were ...

Interview with Sofia Syed, Keystone Law

Sofia is an employment lawyer, who advises ultra-high-net-worth clients on private staffing and a wide range of other issues. She advises on recruitment, on-going management and termination of staff such as house managers, butlers, close protection officers, private chefs, nannies, chauffeurs and ...

Interview with Darragh O'Sullivan, DOS & Co. Virtual Family Office

Darragh heads up DOS & Co., the London Virtual Family Office which caters for wealthy families and individuals who have operations, properties or some other physical nexus in London and, for clients from further afield, often in the Alps or the South of France as well.  He was called to the Bar at ...

Family Office Growth In India

Family Office Growth in India is Only Just Beginning Next generation entrepreneurs exiting their businesses have now begun to focus on wealth creation. The result? Family office adoption.

Family Office Private Equity Allocations Expected to Rise 73% by 2019

Family Office Private Equity Allocations Expected to Rise 73% by 2019 According to a recent report by Campden Wealth, family office allocations to private equity are expected to rise 73% between 2017 and 2019. This results in an average rise from $51 million per family office allocation in 2017 to ...

Singapore & Hong Kong are Booming with Family Offices

Over the past year alone, Singapore and Hong Kong were two of the fastest growing family office markets globally. "The rich are favoring family offices as they get personalized attention and are able to have a bigger say in the management of their wealth," Reuters reports.

Family Office Real Estate Trends

Family offices continue to increase real estate exposure...

Tricor Pacific Capital Evolves Into Family Office

Tricor Pacific Capital Evolves Into Family Office Tricor Pacific Capital has evolved into a single-family office the invests its own capital inter-generationally in a portfolio of diversified food and industrial businesses, along with real estate and land development projects. 10/25/2018

The Global Family Office Report 2018

The Global Family Office Report 2018 The 2018 Global Family Office Report has been released and offers excellent insight into the Family Office trends for the year. 10/24/2018

Leveraging Your Alumni Roots When Prospecting

Why Alma Maters Matter When Targeting Family Offices For Investment

Rockefeller Capital Management Appoints a New Managing Director

Brian Cuneo Joins the Firm as a Managing Director at the Rockefeller Global Family Office Rockefeller Capital Management announced that the former Senior Vice President at Ayco Family Office would be joining the firm as the Managing Director at the Rockefeller Global Family Office.

Online Fiat Wallet Launches Cryptocurrency Exchange Service

Neteller has just announced that their users will now be able to buy, sell, and hold cryptocurrencies including BTC, BCH, ETH, ETC, and LTC. 

Global Advisory Firm Launches Multi Family Office in South Africa

 Maitland Announced the Establishment of Maitland Family Office Office in South Africa Maitland announced the establishment of Maitland Family Office, a multi-family office that serves the high net worth families, individuals and entrepreneurs in South Africa. 10/17/2018

Capital Dynamics Acquires Equity Stake in Whiteside Hill Wind Farm

Capital Dynamics Acquires 50 Percent Equity Stake in Whiteside Hill Wind Farm Yesterday Oct. 17th Capital Dynamics announced they had acquired 50 percent equity stake in Whiteside Hill Wind Farm.  10/17/2018

Cresset Wealth Advisors Expand to Pacific Northwest

Cresset Wealth Advisors Have Opened Fifth Office in Seattle Cresset Wealth Advisors have just opened their fifth office in Seattle, WA. Their other offices include Chicago, West Palm Bech, San Francisco, and Denver.  10/16/2018

Two NY Based Single Family Offices Acquired Brookfield Apartments

Besyata Investment Group and The Scharf Group Acquired Brookfield Apartment Homes in Virginia Beach, VA This Monday the two NY based single-family offices acquired the apartment homes in Virginia Beach, VA for $37.75 Million. 10/15/2018

Cha Single Family Office to Buy Palo Alto Building for $118M

Hong Kong Based Cha Family Office  Set to Acquire $118M Palo Alto Building Cha Family continues to grow high end real estate investment portfolio.

Family Office Invests in Absolute Return Fund

Singapore-based family office, BMFA Group, invests $25 million BMFA Group is investing $25 million in an absolute return fund run by CoAssets, a Singapore based fintech company.

Family Office Returns Continue to Rise

Family Offices Continue to Drive Impact Investing Industry Sara Ferrari, Head of Global Family Office at UBS, expressed,  "Family offices have delivered their strongest returns since we began measuring their performance five years ago."

Goldman Sachs Executive Starts Multi Family Office

Gary Hirschberg Leaves Goldman Sachs to Form Aaron Wealth Advisors Gray Hirschberg who had worked at Goldman Sachs since 2006 has left to form his own multi family office. 

Cresset Wealth Advisors Sees Massive AUM Growth

Chicago, IL-based Cresset Wealth Advisors jumped to over USD $3 Billion in AUM The firm, in just over a year since its founding in July 2017, surpassed USD $3 Billion in assets thanks to a number of factors.

Family Offices Becoming Less Secretive, More Open

The family office space was once largely considered secretive and difficult to access, if not inaccessible. Though in recent years, a growing number of firms look to family offices for funding - thanks to its freedom from institutional mandates, long-term staying power, potential for add-on ...

UK University CIO Makes Move to Family Office

Cambridge University CIO Set to Become CEO at London Multi-Family Office Nick Cavalla will leave the university at EOY 2018 to assume his new role at Talisman Global Asset Management, a London, UK-based multi-family office.

Attorneys From NYC PE/Family Office Make "Super Lawyers" List

Sadis & Goldberg LLP Attorneys Named to 2018 New York Super Lawyers List The firm's practice covers financial services, real estate, family offices, hedge funds, venture capital, and private equity, among others. Sadis & Goldberg serves business clients seeking a variety of needs, including ...

Industry Best Practices

Breakdown of Industry Best Practices

Australian MFO Appoints New Family Office Head

Warakirri Asset Management Appoints New Head of Family Office Division Stuart Devlin will lead Warakirri Asset Management's Family Office division, focusing on developing business with ultra-high-net-worth individuals and families in Australia. 9/12/2018

FINTRX CEO Featured In Family Business Magazine

FAMILY OFFICES: 'QUIET CAPITAL' By:   Maureen Milford Original Source: Family Business Magazine Private equity and strategic buyers aren’t the only suitors pursuing family businesses today. Family offices, those low-key organizations formed to manage the wealth of ultra-high-net-worth families, are ...

2,000+ Family Offices & Counting...

The family office landscape is a forever moving target. The rapid growth trend of newly minted family offices has certainly kept us busy here at FINTRX. With each passing day we continue to keep our pulse on the family office echo system and its evolving nature. In fact, we have just eclipsed a ...

Cryptocurrencies Pique Interest of Single-Family Offices

Globally, a percentage of single-family offices are  becoming more involved in cryptocurrency investments, with a growing number of family offices investing in blockchain technology companies. According to Miguel Forbes, co-founder of Forbes.com and an international investor, “For sophisticated and ...

A Closer Look at Family Offices Interested in Venture Capital & Direct Investments

If you’re on the hunt for funding, a strong option to consider is the family office space. Family offices control capital and conduct investments for either a single high-net-worth family (single-family office) or group of high-net-worth families (multi-family office). These groups often operate ...

Russ D'Argento Profiled in FintekNews | FINTRX

This past month, founder and CEO of the FINTRX Family Office Platform, Russ D’Argento took time to answer a few questions for FintekNews’s Cindy Taylor. Read on for D’Argento’s insights into his background in capital raising, the genesis of FINTRX, and the payoff FINTRX has for its clients.

Enthusiasm Grows in the Family Office Space

The family office world is looking more and more attractive to investors, from what we’ve seen via our FINTRX Platform. While the recent bull market in U.S. equities has provided extraordinary returns, investors see the need to get creative for the next era of market returns. Valuable deals are ...

Indian Music Label's Family Office Invests in Two Startups

As they continue to make their mark in the world of alternative investing, family offices have begun diversifying their investment interests. The family office of Manohar Naidu, owner of South Indian record label Lahari Music, invested an undisclosed amount in two startups as of May 2017. This move ...

Family Offices Continue to Ramp Up Their Direct Investment Activity

In a trend that we continue to see here at Cap Hedge Ventures via our FINTRX Platform, family offices are greatly increasing their direct investment activity. There are currently more than 3,000 family offices globally managing money for the world's wealthiest families

Marcus Evans Family Office Summits Announces Partnership With FINTRX

Boston, MA - The Latin America Division of Marcus Evans Private Wealth/Family Office Summits has announced a partnership with FINTRX  the Family Office Platform. The partnership with FINTRX will help align and expand Marcus Evans’ continued push into the family office summit space.

Increasing Single Family Office Capital Raising

Bolster family office investor confidence by creating content rich thought leadership collateral. The single family office world can offer significant investment dollars to the alternative investment industry when approached correctly. Hedge funds, private equity/venture groups, real estate funds, ...

Russ D'Argento Founder of FINTRX Featured in Wall Street Magazine

    Boston, MA - Russ D'Argento, Founder of Cap Hedge Ventures and the FINTRX Family Office Investor Platform was featured in the September issue of Wall Street Magazine. Russ touches on; family office capital raising, alternative investments and the impending rate hike. 

FINTRX Partnership With The International Family Office Association

BOSTON, MA – January 13, 2015 -- Boston, MA and Sydney, Australia – The FINTRX platform, the leading family office intelligence provider and asset-raising CRM technology to the alternative investment industry, and the International Family Office Association (IFOA), the Asian global leader in ...

FINTRX Announces Venture With Meyler Capital

FINTRX has announced a strategic partnership with Meyler Capital, a Canadian based investment marketing company which uses engaging messaging and creative marketing tools to build manager credibility and source new investors.