As various industries continue to gain traction from family offices, the FINTRX family office data and research provider continues to shine light on the alternative wealth space, providing insight and analytics into the past inves..
In a time of unprecedented challenges, many organizations and investors are looking for new opportunities in all directions. Despite volatility in the markets, registered investment advisers continue to push forward. In an effort ..
With the markets facing longer-term volatility, savvy wealth entities such as registered investment advisers (RIAs) are seeing this as an opportune time to demonstrate their deeper worth and ability ...
Direct investments have become increasingly common throughout the family office space - particularly in regards to single family offices (SFOs). Several factors contribute to the prevalence of direct ...
Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry. In utilizing the FINTRX Buy-Side platform, which provides insight and ...
As various industries continue to gain traction from family offices, the FINTRX family office data and research provider continues to shine light on the alternative wealth space, providing insight and analytics into the past investment history of these private wealth groups. In utilizing the FINTRX ...
In a time of unprecedented challenges, many organizations and investors are looking for new opportunities in all directions. Despite volatility in the markets, registered investment advisers continue to push forward. In an effort to shine light on the RIA channel, FINTRX offers insight and ...
As family offices continue to fuel the growth of sectors and industries across the board, the FINTRX data platform shines a light on the past investment history of more than 2,900+ family offices worldwide. In utilizing the FINTRX Buy-Side Edition, which provides insight and analytics into ...
Current Client Spotlight | Written by: Michael Downing of Gravity Ranch The Sprint to Venture Capital Venture capital, as an investment asset class for family offices, has always played a rather minor supporting role with single digit allocations out of the alternative investments mix from all but ...
The registered investment adviser (RIA) channel has experienced healthy growth over the past several years. Relative to family offices, RIAs share many of the same characteristics that make them an attractive wealth management option. With the markets facing longer term volatility, many RIAs are ...
As various sectors and industries continue to gain traction from family offices, the FINTRX family office data platform consistently offers insight into the investment patterns taking place within the alternative wealth space and private capital markets. In utilizing the FINTRX Buy-Side platform, ...
With the markets facing longer-term volatility, savvy wealth entities such as registered investment advisers (RIAs) are seeing this as an opportune time to demonstrate their deeper worth and ability to maintain sustainable economic growth. In an effort to shine light on the space, FINTRX provides a ...
Direct investments have become increasingly common throughout the family office space - particularly in regards to single family offices (SFOs). Several factors contribute to the prevalence of direct investments across the family office landscape, but none more influential than the increased ...
Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry. In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal transactions made by family offices around the world, we ...
As unpredictability and turbidity continue to be main driving forces in the markets, the registered investment adviser (RIA) model continues to charge ahead, with numbers showing a steady increase over the past decade or so. As a leading family office data and research provider, FINTRX takes a ...
Universal family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth, FINTRX releases a thorough breakdown on all family office data compiled from August of 2020.
Changing demographics and unforeseen turbidity in the markets continue to influence the way family offices invest and manage client wealth. Family offices are putting their wealth to work in new ways and now expect personalized outreach rooted in commonalities, an understanding of their goals and ...
The effect of the coronavirus on the global economy continues to reaffirm the importance of strategic planning, operability, client satisfaction and professional development as firms rethink their daily work procedures, not only in an effort to stand out but merely to survive. By focusing on ...
Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry, and this trend is likely to continue in the years ahead. In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal ...
As family offices continue to advance worldwide, the FINTRX data and research platform continues to evolve alongside. Universal family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this ...
Over the last several years, the family office space has experienced immense growth in terms of size, scope and prevalence. Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities. Fortunately, their adaptive nature makes them the ...
Amid the current market environment, it is important to stay abreast industry trends and developments. As a leading family office data provider, we put together the FINTRX Q2 2020 Family Office Data Report to deliver key family office statistics, notable trends and further exploration of the ...
Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have all impacted the way in which family offices manage ...
The family office space is an ever-evolving market requiring asset raising professionals to stay up-to-date on investment trends, market evolutions and how these private entities prefer to be communicated with. By adaptively learning the different preferences and latest developments of family ...
The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech stack in place to enable the entire fundraising ...
Universal family office expansion continues to transform the operational methods of those within the alternative investment industry and private capital markets. Because the modern family office is structured to fit the need for enhanced services, these groups are increasingly becoming the ...
Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to business growth like they once did. However, as more ...
Family offices have played a pivotal role in the alternative investment industry for quite some time - though in the last decade especially, we have seen these groups reaching new heights. As the number of these groups continue to broaden, so do their investment patterns and overall prominence in ...
Like any vertical dealing with the ultra-wealthy, every family office is unique in set-up and structure, with each requiring a different combination of services depending on the wants and needs of their clientele. This makes defining the murky world of family offices incredibly challenging. In an ...
The global family office landscape is in the midst of a profound transformation brought upon by a new generation of investors - whose attitudes and expectations have been shaped by modern advances, volatile markets and unforeseen global realities. As many asset raising professionals continue to try ...
The FINTRX family office data and research platform is becoming smarter and broader at a rate faster than ever before. To showcase our growing plethora of data tools designed specifically for the asset raising professional, we have rounded up 10 tips and tricks for utilizing our platform to the ...
As the global family office landscape continues to evolve and diversify, the FINTRX data and research platform consistently grows alongside. With universal coverage on 2,848+ family offices, 11,061+ family office contacts and 11,742+ tracked investments, we have provided further insight into ...
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 ...
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+ ...
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 ...
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 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 ...
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 ...
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.
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, ...
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 ...
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 ...
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 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, ...
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 ...
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 showing a growing interest for transparency and control over their allocation of funds. ...
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 ...
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 ...
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.
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 ...
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 ...
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 ...
Today's technological advances makes finding commonalities in your family office network easier than ever before. Extensive family office data and research platforms such as FINTRX make it possible to discover unique similarities that in turn, drive stronger outreach processes. Building ...
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 ...
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 ...
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 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 ...
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 ...
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 ...
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 ...
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 ...
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 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 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 offices have rapidly advanced over the past several years, essentially reforming the way in which the ultra-wealthy manage and allocate their capital. Although this transformation continues to add value for high net-worth families and individuals around the world, this evolvement has ...
In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal transactions made by family offices worldwide, we uncover three family offices investing in blockchain technology and crypto related projects.
Family offices around the world are fueling the growth of the cannabis industry and this trend is likely to continue in the coming years. Oftentimes, single and multi-family offices seek opportunities to invest in new, upcoming markets that can offer outsized returns. To showcase this, FINTRX has ...
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.
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 ...
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 ...
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 ...
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...
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.
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 ...
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 ...
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 ...
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.
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.
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 ...
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.
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 ...
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 ...
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 ...
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 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 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 ...
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.
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 2018 Global Family Office Report has been released and offers excellent insight into the Family Office trends for the year. 10/24/2018
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.
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 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 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
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
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 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."
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.
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.
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 ...
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.
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 ...
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
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 ...
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 ...
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 ...
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 ...
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.
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 ...
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 ...
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
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.
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, ...
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.
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 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.
