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Private Wealth Research & Insights

Family Office Direct Investment Activity: 2020 Series with Charles Schwab

Evolving demographics and unexpected market volatility are reshaping the investment and wealth management strategies of family offices. These entities are now deploying their wealth in innovative ways, seeking personalized engagement that resonates...

Exploring the Registered Investment Adviser (RIA) Channel

The effects of the coronavirus on the global economy continues to reaffirm the importance of strategic planning, operability, client satisfaction and professional development as firms rethink daily work procedures. By focusing on rebuilding and...

5 Family Offices Making Technology Investments

Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry, and this trend is likely to continue in the years ahead. In utilizing the FINTRX Buy-Side platform, which provides...

Monthly Family Office Data Report: July 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...

Family Offices: Adapting to the Modern Era

Over the last several years, the family office space has experienced immense growth in terms of size, scope and prevalence. Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities....

FINTRX Family Office Data Report Q2 2020

Amid the current market environment, it is important to stay abreast industry trends and developments. As a leading family office data provider, we put together the FINTRX Q2 2020 Family Office Data Report to deliver key family office statistics,...

Align Your Outreach with Current Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have...

FINTRX Releases New Wave of Product Spotlight Videos

The family office space is an ever-evolving market requiring asset raising professionals to stay up-to-date on investment trends, market evolutions and how these private entities prefer to be communicated with. By adaptively learning the different...

Level-Up Your Tech Stack with the FINTRX Family Office Data Platform

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech...

Monthly Family Office Data Report: June 2020

Universal family office expansion continues to transform the operational methods of those within the alternative investment industry and private capital markets. Because the modern family office is structured to fit the need for enhanced services,...