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 th…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
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Leveraging Your Alumni Roots When Prospecting
In the world of private wealth, who you know—and what connects you—can make all the difference. Whether you're targeting a family office, a registered…
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Best Practices for Relationship-Driven Industries
In today’s fast-paced, tech-enabled world, cultivating a strong network is more essential—and more complex—than ever. This holds true across the priva…
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Family Offices Continue Moving Towards Direct Investments
The shift toward direct investing within the family office ecosystem shows no sign of slowing down. The once passive, fund-heavy family office has evo…
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