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Family Office Industry Report Released | Part 3 of 3


Since its inception, FINTRX has remained dedicated to providing high-quality family office intel to our global client base. Given this, we are thrilled to present the third and final edition of our Family Office Industry Briefing Series in partnership with Charles Schwab. In this report, you will find an in-depth analysis regarding family office investment professionals with specific insight into gender breakdown, average age, top educational institutions, previous employers, hobbies and interests, societal affiliations, military veterans and more. 

As with both Part I and Part II of our Family Office Industry Briefing Series, the information to follow has been derived, in its entirety, by the FINTRX data & research team utilizing a bottom-up methodology. This practice consists of aggregating information from several public filings, proprietary data sources and strategic industry relationships - to name a few. Using a cross-section of this complete data set to provide what we believe to be the most accurate representation of the global family office market, we are pleased to provide the following commentary on the professionals comprising the family office landscape.


Key Takeaways

- Breakdown of family office professionals by region 
- Average family office professional tenure by type and office location 
- Age attribution by location
- Analysis of top universities fueling the family office talent pool
- Breakdown of asset management companies driving the greatest family office adoption 
-  Interview with Jill Matesic, Family Office Strategist at Schwab Advisor Family Office


Download the Report

FINTRX_Schwab Part 3 Report

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FINTRX Overview

FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help asset-raising professionals identify, access & map the global private wealth ecosystem. FINTRX data intelligence covers nearly 4,000+ family offices, 21,000+ family office contacts, 40,000+ registered investment advisor entities, and 750,000+ registered reps. Data for every record within FINTRX is pooled from 10+ public & private sources.


Equipped with 375+ search filters and numerous customization options, FINTRX allows you to seamlessly track where family office & investment advisor capital is flowing, uncover allocation trends, break down investments by sector & size, understand future investment plans and much more.

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