NEWS AND INSIGHTS FROM FINTRX
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.
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.
"As this industry briefing shows, we’re seeing direct investment in privately held companies becoming more popular. We believe this is the result of broader industry trends towards investors wanting greater control, more transparency and lower fees." - Paul Ferguson, Managing Director at Schwab Advisor Family Office
- 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.
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:
August 27, 2020
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.