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 fruitful investment opportunities aligned to that of the family.

Family Office Industry Briefing Series Part Two

Using a cross-section of our complete data set, we invite you to explore this report (part two of a three-part series) in partnership with Charles Schwab, to gain an insightful look into the direct investment activity of the global family office ecosystem. Parts two and three of this report provide a comprehensive look into the direct investment activity of the global family office ecosystem, plus more key takeaways below.

Key Takeaways 

- Direct investment activity by family office type (single family offices vs multi-family offices)
- Regional breakdown of family office direct investment activity (with graphs and maps) 
- Breakdown of family offices co-investing 
- Family office investments by industry 
- Industry allocation by the origin of wealth 
- Sector allocation by region
- Exclusive interview with Paul Ferguson, Managing Director at Schwab Advisor Family Office

All reports in this series have been compiled from data derived by the FINTRX research team. A multifaceted, bottom-up method was used to harvest the research from an array of sources. This practice comprises aggregating information from several public filings, proprietary data sources, strategic industry relationships and data mapping - among other origins.

Family Office Industry Briefing Series Part One

For an in-depth exploration of the FINTRX family office platform, click below: