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Private Wealth Research & Insights

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Best Practices (7)

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 regard 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 landscape has undergone a rapid technological transformation, driven by the need for smarter, more transparent investment decisions. As competition for capital intensifies, having the right tools to streamline your fundraising...

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

The family office landscape has long been viewed as one of the most complex and private corners of the investment world. Historically characterized by its discreet nature, the space has evolved—thanks to digital transformation and greater data...

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 evolving rapidly. A new generation of investors, shaped by innovation, volatile markets, and shifting global realities, is redefining what it means to manage private wealth. For asset managers and fundraisers, this...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

As the FINTRX private wealth platform continues to expand in both depth and intelligence, it’s more powerful than ever for those raising capital in the private wealth space. To help you make the most of it, we’ve compiled 10 actionable tips and...

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...