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Family Office Research & Insights

3 Family Offices Making Series A Investments in Tech Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office data and research platform, which provides credible ...

FINTRX RIA Geographical Breakdown

With an estimated 35,000+ entities and 405,000+ contacts in operation today, registered investment advisors (RIAs) continue to experience growth in nearly every metric - from a record number of firms and employees to client demand and increased assets under management. To shine a light on the ...

Announcing Our $9M Series A Funding

Note from our founder & CEO, Russ D'Argento: I am extremely excited to announce that we’ve raised $9 million in our Series A Funding Round, led by successful entrepreneur, Jason Krantz, Founder & CEO of publicly traded Definitive Healthcare (Nasdaq: DH). To our team, investors, advisors and ...

3 Family Offices Investing in Retail Companies

As the leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office data and research platform, which provides credible ...

3 Largest Registered Investment Advisors (RIAs) in South Dakota

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores three of the largest registered investment advisors ...

3 Family Offices Investing in Marketing & Advertising Companies

As a leader in providing comprehensive family office intelligence, FINTRX continues to see family offices accumulating the assets and skills necessary to allocate capital directly into the private capital markets. By harnessing our family office data and research platform, which provides credible ...

Family Office Wealth Origin Series: Energy, Oil & Gas

Family offices, or private wealth vehicles managing the wealth of high-net-worth families and individuals, often allocate capital with fewer restraints compared to other investment entities. With greater control over their investments and increased transparency into their investment style, ...

3 Largest Registered Investment Advisors (RIAs) in New Mexico

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores three of the largest registered investment advisors ...

3 Family Offices Investing in Software Companies

At FINTRX, we continue to see family offices accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. By harnessing our family office data and research platform, which provides high-level intel into thousands of direct deal transactions made by ...

FINTRX Monthly Family Office Data Report: October 2021

Although family offices have been around for some time, we have seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX data and research provider has compiled a full breakdown of all new and updated family office data from October 2021.

Alexis Tsitos of FINTRX Featured on The Scott Becker Private Equity Podcast

Alexis Tsitos, a member of our enterprise business development team was featured on The Scott Becker Private Equity & Business Podcast, where she discussed the changing landscape of business development, what it was like moving from Australia to the US during the pandemic, how FINTRX delivers ...

3 Largest Registered Investment Advisors (RIAs) in Delaware

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores three of the largest registered investment advisors ...

3 Family Offices Investing in Cryptocurrency

As the leading family office database provider, we continue to see private wealth vehicles accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. By harnessing the FINTRX family office data and research platform, which provides intel into ...

FINTRX Family Office Data Report Q3 2021

Q3 of 2021 continued to be a busy one for FINTRX and the private capital markets altogether. Throughout July, August, and September 2021, the FINTRX data and research team added and updated hundreds of family office profiles and key contacts within our database. In continuing our mission to provide ...

3 Largest Registered Investment Advisors (RIAs) in Louisiana

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors ...

3 Family Offices Investing in Leisure & Lifestyle Companies

Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,080+ family offices worldwide, ...

3 Largest Registered Investment Advisors (RIAs) in North Dakota

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors ...

5 Family Offices Investing in Debt

As the leading family office database provider, we continue to see private wealth vehicles accumulate the assets and skills required to allocate capital directly into the alternative wealth space. By harnessing the FINTRX family office data and research platform, which provides intel into thousands ...

3 Largest Registered Investment Advisors (RIAs) in Alaska

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors ...

FINTRX Monthly Family Office Data Report: August 2021

Although family offices have been around for some time, we've seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX has compiled a full breakdown of all new and updated family office data compiled from August 2021.

3 Family Offices Investing in Construction & Manufacturing Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,075+ family offices ...

3 Largest Registered Investment Advisors (RIAs) in Maine

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors ...

3 Largest Registered Investment Advisors (RIAs) in Kentucky

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors ...

FINTRX Family Office Data Report: First Half of 2021

FINTRX kicked off the first half of 2021 by adding and updating thousands of family office profiles and key contacts within our family office database. In continuing our mission to provide capital-raising professionals access to unparalleled family office data, we have constructed the 'First Half ...

3 Family Offices Investing in Fintech Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family offices ...

3 Largest Registered Investment Advisors (RIAs) in Arizona

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors ...

3 Family Offices Contributing to Nonprofit Organizations

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family offices worldwide, we explore three family offices contributing to nonprofit organizations and other mission-aligned companies around the world.

3 Family Offices Investing in Technology Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family offices ...

3 Largest Registered Investment Advisors (RIAs) in Vermont

Registered investment advisors (RIAs) are perhaps best positioned to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors (RIAs) based in Vermont. 

3 Family Offices Investing in Fitness & Health Companies

Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family offices ...

3 Family Offices Investing in Automotive Companies

Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family ...

Registered Investment Advisor Snapshot: June 2021

The registered investment advisor (RIA) market has experienced significant expansion over the last few years, with an estimated 35,000+ entities and 405,000+ contacts in operation today. RIAs continue to experience growth in nearly every metric, from a record number of firms and employees to client ...

3 Largest Registered Investment Advisors (RIAs) in Georgia

Because of their self-governing nature, fiduciary value, and seasoned financial expertise, registered investment advisors (RIAs) are in a prominent position to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, ...

Family Offices Directly Investing in Multifamily Residential Properties

With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many ultra-high-net-worth players are looking for new ...

3 Family Offices Investing in Pharmaceutical Companies

Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this continued growth. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ ...

3 Largest Registered Investment Advisors (RIAs) in South Carolina

Registered investment advisors continue to experience growth in every metric, with a record number of firms, employment, client demand, and increased assets under management according to recent reports. To shine a light on the growing RIA landscape, FINTRX explores three of the largest registered ...

3 Largest Registered Investment Advisors (RIAs) in North Carolina

Registered investment advisors continue to experience growth in nearly every metric, with a record number of firms, employment, client demand, and increased assets under management according to recent reports. In an effort to shine a light on the growing RIA landscape, FINTRX explores three of the ...

3 Family Offices Investing in Travel Companies

Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family offices worldwide, ...

3 Largest Registered Investment Advisors (RIAs) in Colorado

Largely fueled by mergers and acquisitions, the size of RIAs as measured by assets under management has grown significantly. As of December 31, 2020, there were 749 RIAs with $1B+ in AUM, up 17% from 2019. Today, there are over 130+ firms with $5B+ in AUM. To shine a light on the growing RIA ...

3 Family Offices Investing in Minority or Woman-Owned Businesses

As a leading family office database provider, we continue to see these private wealth groups accumulate the assets and skills required to allocate capital directly into the private capital markets. In utilizing the FINTRX family office data and research platform, which provides intel into thousands ...

5 Largest Registered Investment Advisors (RIAs) in New Hampshire

Registered investment advisors have gained momentum in nearly every metric - from industry size and assets under management to quality jobs created. High-net-worth families and individuals continue turning to RIAs for their self-governing nature, fiduciary value, and sophisticated financial ...

FINTRX Monthly Family Office Data Report: May 2021

Global 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 and development, we have compiled a complete breakdown of all single and multi-family office data ...

Family Office Wealth Origin Series: Sports & Media

The family office vertical represents a highly diversified section of the private wealth landscape. Given the private nature of these groups, they often allocate capital with fewer restraints compared to their institutional counterparts. A prevalent pattern drawn from our research is the connection ...

5 Family Offices Investing in Hospitality Companies

As family offices continue to grow in size and sophistication, the more progressive groups use a direct investment strategy to earn higher returns. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family ...

3 Family Offices Investing in Food & Beverage Companies

Over the past decade, we have seen family offices accumulate the assets and skills required to allocate capital directly into the private landscape. The result is more than half of all family offices allocating capital directly, to some degree (FINTRX). In utilizing the FINTRX family office data ...

3 Largest Registered Investment Advisors (RIAs) in Hawaii

While the markets continue to face risks stemming from the pandemic, registered investment advisors (RIAs) are restructuring internal operations and adding technological advances to the mix, ultimately making sustainable growth a very real outcome. Businesses and high-net-worth individuals are ...

Family Offices Making Early-Stage Direct Investments

For individuals starting a business, Covid has surely turned the world upside down. Many entrepreneurs aren't sure if investors have closed their doors for good, whether they should adjust their valuation, or if they should forgo all hope of finding funding at all - at least for now. Startups need ...

3 Largest Registered Investment Advisors (RIAs) in Ohio

While the markets continue to face risks stemming from the pandemic, registered investment advisors (RIAs) are restructuring internal operations and adding technological advances to the mix, ultimately making sustainable growth a very real outcome. Businesses and high-net-worth individuals are ...

3 Family Offices Investing in Green Energy Companies

As we become more aware of our impact on the environment, the significance of renewable resources is becoming much more clear. According to the Environmental Protection Agency (EPA), green energy provides the highest environmental benefit and includes power produced by solar, wind, geothermal, ...

5 Family Offices Investing in Manufacturing Companies

Family offices have always been an important feature of the investment landscape, bringing a unique perspective and time horizon to the private wealth space. What makes following the investment trends of family offices worthwhile is that they have the resources and teams in place to analyze the ...

5 Largest Registered Investment Advisors (RIAs) in Rhode Island

Based on data reported by advisory firms to the SEC, registered investment advisors are seeing record-breaking growth in the number of firms and assets under management, ultimately underscoring our significant value to investors, the economy, and private capital markets. With lingering uncertainty ...

FINTRX Monthly Family Office Data Report: April 2021

Global 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 and development, we have compiled a complete breakdown of all single and multi-family office data ...

Family Office Wealth Origin Series: Healthcare

As a leading family office data and research provider, we continue to see individuals and organizations following many of the same principles and procedures of family offices. This narrative looks into a specific cross-section of family office entities whose wealth was created in healthcare, ...

3 Family Offices Investing in Cybersecurity

With technology playing an increasingly critical role in our everyday lives, security is now more important than ever. Cybersecurity (the practice of protecting systems, networks and programs from digital attacks) is usually aimed at accessing, changing or destroying sensitive information; ...

3 Largest Registered Investment Advisors (RIAs) in Michigan

With growing uncertainty in the markets today, businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. In an effort to shine a light on the RIA space, FINTRX explores three of the largest registered ...

FINTRX Family Office Data Report Q1 2021

FINTRX kicked off Q1 of 2021 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. In an effort to shine a light on the growing private wealth space, we have constructed a Q1 2021 Family Office Data Report to showcase key ...

3 Family Offices Investing in Aerospace

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices around the world, we explore three family offices making direct investments in the aerospace sector. As one of the largest sectors in the ...

3 Largest Registered Investment Advisors (RIAs) in Oregon

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets today, businesses and high-net-worth individuals ...

Family Offices Harnessing the Power of Deep Tech Investments: White Paper

Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit — ultimately resulting in the emergence of new tech startups at a rate ...

3 Family Offices Investing in Deep Tech

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the deep technology arena. Specific sectors in the space include ...

3 Family Offices Investing in Healthcare

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the healthcare industry...

3 Largest Registered Investment Advisors (RIAs) in Washington

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets today, businesses and high-net-worth individuals ...

Family Office Wealth Origin Series: Financial Services

Understanding the reasons behind what makes family offices ideal investors can truly be a game-changer in terms of wealth preservation and wealth expansion. When you consider the structure of family offices and the resources available to them, it's no surprise investors follow their activity so ...

3 Family Offices Actively Seeking Opportunity Zone Investments

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices actively seeking to capitalize on opportunity zone investments.

3 Largest Registered Investment Advisors (RIAs) in Virginia

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets today, businesses and high-net-worth individuals ...

Family Offices Investing in Real Estate: White Paper

Family offices have always been an important element of the investment landscape, bringing different perspectives and time horizons compared to other alternative asset classes. Throughout this narrative, we dive into family office trends in regards to real estate, specifically highlighting the ...

3 Family Offices Investing in Cryptocurrency & Blockchain

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the cryptocurrency and blockchain spaces...

3 Largest Registered Investment Advisors (RIAs) in New Jersey

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets today, businesses and high-net-worth individuals ...

3 Family Offices Directly Investing in Real Estate

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices making direct investments in the real estate space.

FINTRX Monthly Family Office Data Report: February 2021

Global 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 and development, FINTRX releases a complete breakdown of all single and multi-family office data compiled ...

3 Largest Registered Investment Advisors (RIAs) in Pennsylvania

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets today, businesses and high-net-worth individuals ...

The Rise of ESG & Impact Investing Among Family Offices

ESG factors have always been a consideration for businesses and family office investors, but it wasn't until the last decade or so, awareness of these topics have skyrocketed. Investing for social good has a rich history dating back thousands of years, as people have long invested based on their ...

5 Family Offices Investing in Renewable Energy

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore five family offices directly investing in the renewable energy space...

3 Largest Registered Investment Advisors (RIAs) in Illinois

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets today, businesses and high-net-worth individuals ...

3 Family Offices Investing in Sustainable Energy Solutions

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices directly investing in sustainable and renewable energy companies...

3 Largest Registered Investment Advisors (RIAs) in Texas

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets today, businesses and high-net-worth individuals ...

Recent Evolutions Across the Family Office Space

In light of the global health and economic crisis, 2020 was a year like no other, ultimately presenting family offices with numerous challenges and opportunities. Despite these challenges, alternatives such as private equity funds, hedge funds, real estate and direct investments continued to gain ...

3 Family Offices Investing in Oil & Gas Companies

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices making direct investments in the oil and gas space.

3 Largest Registered Investment Advisors (RIAs) in Nevada

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets today, businesses and high-net-worth individuals ...

Family Office Industry Report Released | Part 3 of 3

Since inception, FINTRX has remained dedicated to providing high-quality family office intel to our global client base. In view of this, we are thrilled to present the third and final edition of our Family Office Industry Briefing Series in partnership with Charles Schwab. In this report, you will ...

3 Family Offices Investing in Life Sciences

In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices directly investing across the life sciences space. Life sciences primarily includes ...

Monthly Family Office Data Report: January 2021

Global 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 and development, FINTRX releases a complete breakdown of all single and multi-family office data compiled ...

5 Largest Registered Investment Advisors (RIAs) in Connecticut

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality - and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets today, businesses and high net worth individuals ...

3 Family Offices Investing in Education

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the FINTRX platform, ...

3 Largest Registered Investment Advisors (RIAs) in New York

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality - and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets today, businesses and high net worth individuals ...

5 Family Offices Investing in Cannabis

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side ...

5 Largest Registered Investment Advisors (RIAs) in Massachusetts

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for new opportunities to better serve their clientele. While the markets continue to face risks stemming from the pandemic, registered investment advisors are ...

FINTRX 2020 Year in Review

2020 was a year unlike any other and as with other industries, an unpredictable market environment brought the family office landscape into uncharted waters. Over the course of 2020, family offices underwent numerous changes and continued expansion, as did the FINTRX platform. From January through ...

3 Single Family Offices Established 60+ Years Ago

As numerous industries continue to see success with single and multi-family offices, FINTRX aims to shine a light on the alternative wealth space and private capital markets by offering valuable intel regarding these private wealth entities. In utilizing the FINTRX family office data and research ...

3 Florida-based RIAs with 3B+ in AUM

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for new opportunities to better serve their clientele. While the markets continue to face risks stemming from the pandemic, registered investment advisors are ...

Monthly Family Office Data Report: November 2020

Global 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 and development, FINTRX releases a complete breakdown of all single and multi-family office data compiled ...

3 Family Offices Investing in Real Estate

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side ...

5 Success Patterns of Top-Performing RIAs

Amidst a global pandemic, registered investment advisors (RIAs) are continuing to gain attraction as the need for truly unbiased asset management becomes increasingly popular among high net-worth individuals. By restructuring internal operations, RIAs throughout the United States are identifying ...

3 Family Offices Investing in Healthcare & Biotechnology

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side platform, which provides intel into ...

3 Notable RIA Mergers

Despite unwavering volatility in the markets, the speed of consolidations in the registered investment advisor (RIA) space continues to hit record-highs, putting the industry on track for its seventh-straight record-setting year, according to consulting firm Echelon Partners. A growing list of ...

Monthly Family Office Data Report: October 2020

Global 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 October of 2020.

3 Family Offices Investing in Artificial Intelligence

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side platform, which provides intel into ...

5 California-based RIAs with 100B+ in AUM

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for innovative ways to best serve their clientele. With markets facing longer-term volatility, this is an opportune time for advisors to demonstrate their true added ...

3 Family Offices Investing in Asian-based Tech Companies

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing further analysis into the past investment history of these private wealth vehicles. By leveraging the FINTRX Buy-Side platform, which provides details into ...

The Advantages of Family Office Direct Investments

Direct investments have become increasingly common throughout the family office landscape, particularly with regard to single family offices. Throughout the early 2000s sophisticated wealth entities partook in the practice, however, between 2010 and 2015 an increase in the number of family offices, ...

3 Family Offices Investing in Agriculture

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side platform, which provides intel into ...

FINTRX Family Office Data Report Q3 2020

Changing demographics and unforeseen global circumstances continue to influence the ways in which family offices invest and manage client wealth. Using a cross-section of our complete data set, FINTRX has assembled the Q3 2020 Family Office Data Report to deliver key family office statistics, ...

3 Family Offices Investing in Media & Entertainment

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 ...

10 Largest RIAs by Number of Registered Investment Advisors

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 ...

5 Family Offices Making Consumer Goods Investments

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 ...

A New Found Love for Venture Capital & the Opportunity for Family Offices

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 ...

Registered Investment Adviser (RIA) Market Growth 2015-2019

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 ...

5 Family Offices Making Manufacturing Investments

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, ...

The Registered Investment Adviser (RIA): What You Need To Know

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 ...

The Rise of Family Offices Co-Investing: Growth in Direct Investment Partnerships

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 ...

5 Family Offices Making Biotech Investments

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 ...

Registered Investment Advisers (RIAs): Breakdown of Top 5 States

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 ...

Monthly Family Office Data Report: August 2020

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.

Family Office Direct Investment Activity: 2020 Series with Charles Schwab

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 ...

Exploring the Registered Investment Adviser (RIA) Channel

The effects of the coronavirus on the global economy continues to reaffirm the importance of strategic planning, operability, client satisfaction and professional development as firms rethink  daily work procedures. By focusing on rebuilding and strengthening internal operations, registered ...

5 Family Offices Making Technology Investments

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 ...

Monthly Family Office Data Report: July 2020

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 ...

Family Offices: Adapting to the Modern Era

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 ...

FINTRX Family Office Data Report Q2 2020

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 ...

Align Your Outreach with Current Family Office Investment Trends

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 ...

FINTRX Releases New Wave of Product Spotlight Videos

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 ...

Level-Up Your Tech Stack with the FINTRX Family Office Data Platform

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 ...

Monthly Family Office Data Report: June 2020

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 ...

3 Pitfalls of Crafting the Right Pitch for the Wrong Family Office

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 ...

Current Family Office Investment Trends

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 ...

The 2020 Guide to Family Offices

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 ...

Targeting Family Offices: A Consultative Prospecting Methodology

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 ...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

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 ...

Monthly Family Office Data Report May 2020

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 ...

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.

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, ...

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 showing a growing interest for transparency and control over their allocation of funds. ...

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 ...

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. 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 ...

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 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 ...

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, 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 ...

Three Family Offices Investing in Blockchain

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. 

Three Family Offices Investing in Cannabis

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 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 ...

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.