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...

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...

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...

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...

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...

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...

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 In utilizing the FINTRX family office and data platform, the outdated and lagging methods of prospecting family offices are overcome,...

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...

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...