The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Family Office Investment Activity - August 2026
According to FINTRX data, family offices deployed capital across 112 transactions and 99 unique companies in August 2026, an increase from July's 107 …
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Breaking Down the FINTRX Bank & Trust Dataset
Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…
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How to Use AI to Track Family Office Direct Deal Activity in Real Time
Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, r…
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Family Office Investment Activity - July 2026
According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 tra…
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How to Target Family Offices for Your Next Raise Using AI Prompts
Raising capital from family offices has always come down to one hard problem: finding the ones who actually invest in what you're raising. Size and lo…
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Family Office Real Estate Investment Activity: 1H 2026
FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single…
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Family Office Investment Activity - June 2026
According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend fr…
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5 Powerful AI Prompts for Raising Capital from Family Offices
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings…
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How to Target Family Offices with Precision Using FINTRX
Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capi…
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