Registered investment advisors (RIAs) are perhaps best positioned to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three o..
Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into t..
With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned ...
Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and ...
The family office vertical represents a highly diversified section of the private wealth landscape. Given the private nature of these groups, they often allocate capital with fewer restraints ...
Opportunities to allocate capital directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family offices ...
Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family ...
With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many ultra-high-net-worth players are looking for new ...
Opportunities to allocate capital directly are more prevalent now than ever before, and family offices seem to be at the center of this continued growth. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ ...
Opportunities to allocate directly are more prevalent now than ever, and family offices are at the center of this growing trend. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,030+ family offices worldwide, ...
As a leading family office database provider, we continue to see these private wealth groups accumulate the assets and skills required to allocate capital directly into the private capital markets. In utilizing the FINTRX family office data and research platform, which provides intel into thousands ...
The family office vertical represents a highly diversified section of the private wealth landscape. Given the private nature of these groups, they often allocate capital with fewer restraints compared to their institutional counterparts. A prevalent pattern drawn from our research is the connection ...
As family offices continue to grow in size and sophistication, the more progressive groups use a direct investment strategy to earn higher returns. In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family ...
Over the past decade, we have seen family offices accumulate the assets and skills required to allocate capital directly into the private landscape. The result is more than half of all family offices allocating capital directly, to some degree (FINTRX). In utilizing the FINTRX family office data ...
For individuals starting a business, Covid has surely turned the world upside down. Many entrepreneurs aren't sure if investors have closed their doors for good, whether they should adjust their valuation, or if they should forgo all hope of finding funding at all - at least for now. Startups need ...
As we become more aware of our impact on the environment, the significance of renewable resources is becoming much more clear. According to the Environmental Protection Agency (EPA), green energy provides the highest environmental benefit and includes power produced by solar, wind, geothermal, ...
Family offices have always been an important feature of the investment landscape, bringing a unique perspective and time horizon to the private wealth space. What makes following the investment trends of family offices worthwhile is that they have the resources and teams in place to analyze the ...
As a leading family office data and research provider, we continue to see individuals and organizations following many of the same principles and procedures of family offices. This narrative looks into a specific cross-section of family office entities whose wealth was created in healthcare, ...
With technology playing an increasingly critical role in our everyday lives, security is now more important than ever. Cybersecurity (the practice of protecting systems, networks and programs from digital attacks) is usually aimed at accessing, changing or destroying sensitive information; ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices around the world, we explore three family offices making direct investments in the aerospace sector. As one of the largest sectors in the ...
Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit — ultimately resulting in the emergence of new tech startups at a rate ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the deep technology arena. Specific sectors in the space include ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the healthcare industry...
Understanding the reasons behind what makes family offices ideal investors can truly be a game-changer in terms of wealth preservation and wealth expansion. When you consider the structure of family offices and the resources available to them, it's no surprise investors follow their activity so ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices actively seeking to capitalize on opportunity zone investments.
Family offices have always been an important element of the investment landscape, bringing different perspectives and time horizons compared to other alternative asset classes. Throughout this narrative, we dive into family office trends in regards to real estate, specifically highlighting the ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by 3,000+ family offices worldwide, we explore three family offices making direct investments in the cryptocurrency and blockchain spaces...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices making direct investments in the real estate space.
ESG factors have always been a consideration for businesses and family office investors, but it wasn't until the last decade or so, awareness of these topics have skyrocketed. Investing for social good has a rich history dating back thousands of years, as people have long invested based on their ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore five family offices directly investing in the renewable energy space...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices directly investing in sustainable and renewable energy companies...
In light of the global health and economic crisis, 2020 was a year like no other, ultimately presenting family offices with numerous challenges and opportunities. Despite these challenges, alternatives such as private equity funds, hedge funds, real estate and direct investments continued to gain ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices making direct investments in the oil and gas space.
Since inception, FINTRX has remained dedicated to providing high-quality family office intel to our global client base. In view of this, we are thrilled to present the third and final edition of our Family Office Industry Briefing Series in partnership with Charles Schwab. In this report, you will ...
In utilizing the FINTRX family office data and research platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices directly investing across the life sciences space. Life sciences primarily includes ...
As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the FINTRX platform, ...
As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side ...
2020 was a year unlike any other and as with other industries, an unpredictable market environment brought the family office landscape into uncharted waters. Over the course of 2020, family offices underwent numerous changes and continued expansion, as did the FINTRX platform. From January through ...
As numerous industries continue to see success with single and multi-family offices, FINTRX aims to shine a light on the alternative wealth space and private capital markets by offering valuable intel regarding these private wealth entities. In utilizing the FINTRX family office data and research ...
As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side ...
As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side platform, which provides intel into ...
As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side platform, which provides intel into ...
As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing further analysis into the past investment history of these private wealth vehicles. By leveraging the FINTRX Buy-Side platform, which provides details into ...
As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the FINTRX Buy-Side platform, which provides intel into ...
As various industries continue to gain traction from family offices, the FINTRX family office data and research provider continues to shine light on the alternative wealth space, providing insight and analytics into the past investment history of these private wealth groups. In utilizing the FINTRX ...
As family offices continue to fuel the growth of sectors and industries across the board, the FINTRX data platform shines a light on the past investment history of more than 2,900+ family offices worldwide. In utilizing the FINTRX Buy-Side Edition, which provides insight and analytics into ...
As various sectors and industries continue to gain traction from family offices, the FINTRX family office data platform consistently offers insight into the investment patterns taking place within the alternative wealth space and private capital markets. In utilizing the FINTRX Buy-Side platform, ...
Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry. In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal transactions made by family offices around the world, we ...
Despite our current economic condition, family offices around the world continue to fuel the growth of the technology industry, and this trend is likely to continue in the years ahead. In utilizing the FINTRX Buy-Side platform, which provides insight and analytics into thousands of direct deal ...
FINTRX is excited to announce a new feature within our family office data solution and prospecting tool that provides users with the ability to stay up to date on all news pertaining to their prospects and the alternative wealth space as a whole. The FINTRX News Portal features a bookmarking tool, ...
A lack of time and information can cause major inefficiencies when it comes to fundraising within the family office sector. To help assist you in your capital raising efforts, FINTRX is eager to bring your attention to our newly refurbished Resource Library - where you can easily filter and search ...
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 investing in both hedge funds and impact investments, ...
A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX data and research platform to identify, access and raise family office capital. Blending research, analytics and technology into a single solution, we have provided further analysis into ...
Over the past few years, family offices around the world have greatly increased in size, number and sophistication. Along with this transition has come a drastic change in their investment approach, particularly showing a growing interest for transparency and control over their allocation of funds. ...
A vast array of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to identify, access and raise family office capital. Blending research, analytics and technology into a single solution, we provided further analysis into the most prominent family ...
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 the FINTRX platform into what it is today. In an ...
We are excited to share part 1 of our 3 part Global Family Office Report, sponsored by Charles Schwab. In this report, you will find a detailed look into the geographic breakdown and asset distribution of the global family office ecosystem.
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 provide further analysis into the many family office ...
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 many family office data trends our research ...
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 stronger outreach processes. Building ...
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, individuals and funds targeting this wealth channel ...
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 opportunities to utilize the many advantages they ...
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 many family office data trends our research ...
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 direct investments in real estate ventures. This ...
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, social and governance investing. As research ...
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. Utilizing FINTRX, our family office data and research platform, which covers hundreds of families active in ESG/impact ...
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 leading family office data and research platform ...
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 ecosystem of 2,573+ family offices, 10,452+ contacts, ...
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 world, this unparalleled expansion has added a new ...
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 individuals around the world, this evolvement has ...
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 projects.
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 offer outsized returns. To showcase this, FINTRX has ...
FINTRX is excited to announce that we have enhanced our family office Smart Search feature to provide a more efficient way of searching single and multi-family office data utilizing shortcuts and recent queries. We've provided further color on this new feature below.
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 FINTRX-Buy-Side, provides useful data and ...
We sat down with Nisa Amoils to discuss a number of items within the technology and private wealth space. Nisa has been named one of Business Insider’s 30 Women in Venture Capital to Watch in 2018, and Top 100 women in Fintech in 2019 by LATTICE80. Nisa Amoils is a tech investor and has been a ...
The FINTRX Buy-Side data solution and prospecting tool tracks direct investments made by family offices into over 93 industries worldwide. As we continue to track the direct investment activity within the global family office space - via our FINTRX Buy-Side Platform - we’ve unpacked some further ...
We sat down with Catherine Grum the head of KPMG's Family Office Services based in the UK. Catherine assists enterprising families establish and run their family offices. Catherine acts as a sounding board and trusted adviser to family members and senior family office executives. Catherine has ...
John Clifford is the Founder and Managing Director of London-based Conrad Family Office. Conrad Family Office is an independent multi-family office based in London providing HNW and UHNW clientele with a range of personal and confidential services. With a core emphasis on trust and reciprocity, the ...
Toby is Principal of Thomson Private Wealth based in Mayfair, London. Thomson Private Wealth is dedicated to helping High Net Worth families build and preserve their wealth throughout the generations. Toby started his career over a decade ago in discretionary portfolio management, however since ...
Sofia is an employment lawyer, who advises ultra-high-net-worth clients on private staffing and a wide range of other issues. She advises on recruitment, on-going management and termination of staff such as house managers, butlers, close protection officers, private chefs, nannies, chauffeurs and ...
Darragh heads up DOS & Co., the London Virtual Family Office which caters for wealthy families and individuals who have operations, properties or some other physical nexus in London and, for clients from further afield, often in the Alps or the South of France as well. He was called to the Bar at ...
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
The family office space was once largely considered secretive and difficult to access, if not inaccessible. Though in recent years, a growing number of firms look to family offices for funding - thanks to its freedom from institutional mandates, long-term staying power, potential for add-on ...
Globally, a percentage of single-family offices are becoming more involved in cryptocurrency investments, with a growing number of family offices investing in blockchain technology companies. According to Miguel Forbes, co-founder of Forbes.com and an international investor, “For sophisticated and ...
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 (multi-family office). These groups often operate ...
The family office world is looking more and more attractive to investors, from what we’ve seen via our FINTRX Platform. While the recent bull market in U.S. equities has provided extraordinary returns, investors see the need to get creative for the next era of market returns. Valuable deals are ...
As they continue to make their mark in the world of alternative investing, family offices have begun diversifying their investment interests. The family office of Manohar Naidu, owner of South Indian record label Lahari Music, invested an undisclosed amount in two startups as of May 2017. This move ...
In a trend that we continue to see here at Cap Hedge Ventures via our FINTRX Platform, family offices are greatly increasing their direct investment activity. There are currently more than 3,000 family offices globally managing money for the world's wealthiest families
Boston, MA - The Latin America Division of Marcus Evans Private Wealth/Family Office Summits has announced a partnership with FINTRX the Family Office Platform. The partnership with FINTRX will help align and expand Marcus Evans’ continued push into the family office summit space.
Bolster family office investor confidence by creating content rich thought leadership collateral. The single family office world can offer significant investment dollars to the alternative investment industry when approached correctly. Hedge funds, private equity/venture groups, real estate funds, ...
BOSTON, MA – January 13, 2015 -- Boston, MA and Sydney, Australia – The FINTRX platform, the leading family office intelligence provider and asset-raising CRM technology to the alternative investment industry, and the International Family Office Association (IFOA), the Asian global leader in ...
