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Monthly Family Office Data Report: July 2020

August 11, 2020

As family offices continue to advance worldwide, the FINTRX data and research platform continues to evolve alongside. Universal family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth, we have compiled a extensive breakdown on all data gathered from July of 2020...

FINTRX Monthly Family Office Data Report_July 2020

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All FINTRX data reports are produced exclusively utilizing our expansive family office data and research platform. Thanks to our dedicated research team - who continuously work to update and expand our vast data set - we are able to share helpful and credible information regarding family offices and the private wealth ecosystem at large.

July Statistics

→ New Family Office Data Points: 2,026+

→ Total Family Office Assets Added: $23 B+

→ New Tracked Investments: 890+

→ Total Family Office Additions: 153+

Total Family Office Additions - July 2020-1

  • ⇒ Family Offices Added: 29
  • ⇒ Family Office Contacts Added: 124

→ Updated Entities = 1,740+

Updated Entities - July 2020

  • ⇒ Updated Family Offices: 314
  • ⇒ Updated Family Office Contacts: 1,426

→ Newly Tracked Family Office Investments: Top 10 Sectors

New tracked Investments - July 2020-1
  1. 1. Technology = 30%
  2. 2. Financial Services = 13%
  3. 3. Business Services = 11%
  4. 4. Consumer Goods = 11%
  5. 5. Healthcare & Biotech = 10%
  6. 6. Real Estate & Construction = 8%
  7. 7. Media & Entertainment = 6%
  8. 8. Manufacturing = 4%
  9. 9. Education = 3%
  10. 10. Leisure & Lifestyle = 3%

Despite the irregularity in the markets, there are a number of regions that continue to thrive in the face of uncertainty. Below, you can see which US states were most active in terms of family office additions for July. California, Texas and Colorado have shown to be the most active US territories, as of late. Family offices recognize that as new ways of life begin to emerge, new opportunities will follow. 

US States with the Most Family Office Activity - July 2020


The appeal of family office capital is not going away any time soon, seeing that the benefits of securing an allocation from family office capital pools are vast.  To capitalize on these advantages, we advise you to take a deep dive into the highly sought after and often misunderstood family office space.

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Written by: Renae Hatcher

Renae Hatcher is member of the marketing team at FINTRX - focused on delivering targeted & relevant family office content to our subscribers.

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