Family Office Report: Q1 2026 Trends & Intelligence

The FINTRX Q1 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 119 new firm profiles and 1,904 new contacts added to the platform last quarter. Against a backdrop of accelerating wealth transfers and expanding entrepreneurial wealth creation, the report benchmarks new additions against the full FINTRX database of 4,503 firms (as of March 31, 2026), surfacing meaningful divergences in geography, wealth origin, investment appetite, and talent pipelines that define where the family office world is heading next.

Introducing the Q1 2026 FINTRX Family Office Report

What You’ll Find Inside:

From firm-level profile intelligence to granular contact data, the report covers the key trends and data points that shaped the family office industry in Q1 2026.

• Profile Growth & Firm Type: A breakdown of new single vs. multi-family office additions in Q1 and how the mix compares to the total database.
• Global & Regional Distribution: Where new family offices are being added worldwide, with a closer look at U.S. regional concentration. North America continues to dominate the global distribution of family offices, with the majority of new additions concentrated in the West.
• Wealth Origin by Industry: How entrepreneurial vs. generational single family offices differ, and which source industries are most represented among new additions, with entrepreneur-origin offices most concentrated in Financial Services, Real Estate, and Energy, and generational offices skew heavily toward Real Estate, Oil & Gas, and Agriculture.
• Multi-Family Office Registration Status: The split between SEC-registered, non-registered U.S., and international multi-family offices among new Q1 additions.
• Asset Class Preferences: How new family offices compare to the broader database on interest across Private Equity, Venture Capital, Hedge Funds, Real Estate, and more. In Q1, Direct Investments and Private Equity led interest among both new additions and the total database, with new family offices showing even stronger appetite at 83% each.
• Contact Demographics & Backgrounds: A detailed look at the professionals entering the family office space in Q1, including seniority, gender trends, career histories, and educational background. Female representation among new Q1 contacts reached 30%, outpacing the total database baseline of 26%. On the career side, the Big 4 accounting firms collectively contributed more new contacts than any single investment bank, with Ernst & Young, Deloitte, PwC, and KPMG combining for 187 professionals.

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