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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.

Industry Briefing Series Part Two

Access Your Full Copy


Family Office Industry Briefing Series Part One

FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, and advisor growth signals, among other key data points.

Additionally, FINTRX provides insight and expansive contact information on 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more. 


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


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