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Family Office Research & Insights

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Best Practices

10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor Market

FINTRX - Family Office & Registered Investment Advisor (RIA) Database - offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of data tools...

Prospecting into the Private Wealth Space: 5 Best Practices

Private wealth management firms such as family offices and registered investment advisors (RIAs) aren’t just a significant source of capital, but they often act as stepping stones for an impressive network and valuable business advice. Once you...

The Rise of Family Offices Co-Investing: Growth in Direct Investment Partnerships

Direct investments have become increasingly common throughout the family office space - particularly in regards to single family offices (SFOs). Several factors contribute to the prevalence of direct investments across the family office landscape,...

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....

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...

3 Pitfalls of Crafting the Right Pitch for the Wrong Family Office

Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to...

5 Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time though in the last decade especially, we have seen these groups reaching new heights. As family offices continue to broaden, so do their investment...

Targeting Family Offices: A Consultative Prospecting Methodology

The family office landscape is amid a profound transformation brought upon by a new generation of investors whose attitudes and expectations have been shaped by modern advances, volatile markets, and unforeseen global realities. As many...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

FINTRX - family office & registered investment advisor data provider - is becoming smarter and broader at a rate faster than ever. To showcase our growing plethora of data tools designed specifically for the asset-raising professional, we have...

How to Utilize Industry Intelligence for Outreach Excellence

As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at the private wealth landscape and provides the tools necessary for a productive and humanized outreach solution. Thanks to...

3 Ways the FINTRX Platform Increases our Clients' Efficiency

Particularly in light of our current economic environment, it undoubtedly pays to have a highly efficient workflow. In utilizing the FINTRX family office and data platform, the outdated and lagging methods of prospecting family offices are overcome,...

How our Clients are Optimizing FINTRX with Customization

Universally, we are all trying to find ways to promote efficiency and best allocate the time we have to execute our roles and responsibilities in the office (or as of late - at home). The FINTRX solution delivers industry-leading family office...

Valuation is Now Even More Important in Alternative Investments

Current Client Spotlight  | Written by: James C. Row of  Entoro Capital

If private placement valuation was important and considered as an option in 2019, it has become a requirement in 2020. In fact, any alternative investment must undertake an...

3 Ways our Clients are Utilizing FINTRX While Working Remotely

During these unpredictable and isolating times, there seems to be one constant that many of us are sharing - and that is the 'new normal' of suddenly working from home. With more time in front of the computer and the inability to travel, many of us...

FINTRX 2020 Family Office Hedge Fund Activity Report

FINTRX is excited to share our 2020 Family Office Hedge Fund Activity Report. In this report, you will find an in-depth analysis into why hedge funds should target family office capital. The report provides a regional breakdown, family offices...

3 Recent Family Office Direct Investment Deals

Over the past few years, family offices around the world have increased in size, number and sophistication. Along with this transition has come a drastic change in their investment approach, particularly showing a growing interest in transparency...

2019 FINTRX Family Office Data Review

With the new year already upon us, FINTRX constructed the 2019 FINTRX Family Office Data Review to reflect on various data trends that emerged within the alternative investment industry over the past year and how this evolving landscape helped shape...

December 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to target and connect with family office capital. Blending research, analytics and technology into a single one-stop solution, we...

How to Get the Most out of Family Office Conferences & Events

Conferences are a reality in the business world. Regardless of your profession, level of experience or the industry in which you work, networking events provide invaluable opportunities to enhance your career and personal growth. Given the...

November 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into...

Uncovering Commonalities to Drive Better Family Office Outreach

Today's technological advances makes finding commonalities in your family office network easier than ever before. Extensive family office data and research platforms such as FINTRX make it possible to discover unique similarities that in turn, drive...

5 Effective Ways to Tackle the Family Office Market

The family office landscape is opaque by nature. This makes finding, approaching and maintaining strong relationships with those in the private wealth space daunting and laborious tasks for many. Given their unique standards and preferences,...

Why Family Offices Continue to Shift Towards Direct Investments

Family offices continue to reassess traditional approaches to asset allocation, ultimately shying away from the conventional methods of portfolio construction. At an increasing rate, these savvy wealth vehicles are plunging into direct investment...

October 2019 Family Office Data Report

Hundreds of the world's asset managers, bankers, private businesses and fund managers leverage FINTRX to target family office capital. Blending research, analytics and technology into a single one-stop solution, FINTRX provides further analysis into...

The Allure of Real Estate Investing for Family Offices

The real estate market is a favorable territory for family offices, individual investors, and institutional investors around the world. Utilizing our leading family office data and research tool, FINTRX continues to highlight family offices making...

Family Offices Continue to Get Younger & Trend Toward Impact Investing

Several indicators highlight the continuously growing trend of family offices increasing their allocations to impact-focused funds and companies. To understand this trend, let us begin with the overall spike in the prevalence of environmental,...

5 Family Offices Making Impact Investments

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Using FINTRX, the leading family office data and research platform, which...

3 Challenges We Solve for Our Clients Targeting Family Offices

Like many companies, FINTRX evolved from a personal pain point - the inability to find updated, quality information on the private wealth and family office markets. Today, FINTRX is the result of years of client feedback, each looking for a better...

10 Reasons Why Family Offices Make Great Investors

Over the past thirty years or so, family offices have become the preeminent financial model for the ultra wealthy. This amassing of capital has resulted in the family office becoming an intricate player within the private capital markets. As the...

FINTRX Family Office Data Report Q3 2019

With Q3 of 2019 already in the books, we have provided further analysis into the family office data trends and changes our research team has compiled from the quarter. Continue reading for an in-depth breakdown on how the Q3 unfolded within our...

Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. While this transformation continues to add value for high net worth families and individuals around the...

Single Family Office FAQs

Single family offices have rapidly advanced over the past several years, essentially reforming the way in which the ultra-wealthy manage and allocate their capital. Although this transformation continues to add value for high net-worth families and...

Three Family Offices Investing in Blockchain

In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal transactions made by family offices worldwide, we uncover three family offices investing in blockchain technology and crypto related...

Three Family Offices Investing in Cannabis

Family offices around the world are fueling the growth of the cannabis industry and this trend is likely to continue in the coming years. Oftentimes, single and multi-family offices seek opportunities to invest in new, upcoming markets that can...

Mid 2019 Family Office Direct Investment Report

With the first half of 2019 already in the books, we've constructed a comprehensive family office direct investment report that provides insight on the investing trends for the first half of the year. The information contained here, constructed from

Our Most Popular Blog Posts of 2018

The Global Family Office Report 2018

The Global Family Office Report 2018

The 2018 Global Family Office Report has been released and offers excellent insight into the Family Office trends for the year.

10/24/2018

Leveraging Your Alumni Roots When Prospecting

Why Alma Maters Matter When Targeting Family Offices For Investment

Industry Best Practices

Breakdown of Industry Best Practices

Capital Raising & What You Should Know

Capital Raising Verticals

Family Offices Continue Moving Towards Direct Investments

The Rise of Direct Investments Among Family Offices

A Closer Look at Family Offices Interested in Venture Capital & Direct Investments

If you’re on the hunt for funding, a strong option to consider is the family office space. Family offices control capital and conduct investments for either a single high-net-worth family (single-family office) or group of high-net-worth families...