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Private Wealth Research & Insights

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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

Building relationships within the family office ecosystem requires more than just data; it demands understanding, nuance, and genuine connection. Historically, these private entities have been difficult to access, operating with limited transparency...

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 the unique standards, most individuals and...

Why Family Offices Continue to Shift Towards Direct Investments

Family offices are redefining traditional approaches to asset allocation, steadily moving away from conventional portfolio structures. Increasingly, these sophisticated wealth vehicles are pursuing direct investment opportunities that provide...

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

Real estate has long held a special appeal for family offices—and for good reason. Offering tangible assets, steady cash flow, and attractive tax advantages, property investments remain a cornerstone strategy for wealth preservation and growth....

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,...