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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 how family offices manage wealth. Because family offices often span across several generations, younger generations are bringing a new attitude in search for predictable rates of return.

In our latest 11-page guide - Align Your Outreach with Current Family Office Investment Trends: Avoid the Common Pitfalls to Maximize Win Rates - we examine current trends throughout the family office space that are making an impact. 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 interesting investment opportunities aligned to their family's legacy.


What You Will Take Away:

          - A stronger understanding of what the modern family office structure looks like as of late
          - The four major emerging family office investment trends and developments
          - Stumbling blocks to avoid when engaging with family office investors
          - Tips to overcoming barriers with a humanized prospecting approach for fostering long-term relationships


Download the Guide

Align your outreach with current family office investment trends_avoid the common pitfalls to maximize win rates

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The utilization of our family office data and research platform has opened doors to the many investment trends that shape our global economy. Engineered to help our clients identify and access family office capital in an intuitive and efficient manner, FINTRX offers accurate family office research, built with a bottom-up approach.

For an in-depth exploration of the FINTRX family office platform, request a demo below.



For more practical family office insight and best practices, visit our 'Resource Library' below. 

FINTRX Resource Library

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