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Family Office Research & Insights

FINTRX Family Office Hedge Fund Activity Report Released

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, ...

February 2020 Family Office Data Report

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 ...

3 Recent Family Office Direct Investment Deals

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 a greater demand for transparency and control over their allocation of funds. In ...

January 2020 Family Office Data Report

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 ...

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 the FINTRX platform into what it is today. In an ...

New Release: FINTRX News Portal

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, ...

FINTRX Family Office Industry Report Released | Part 1 of 3

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.

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 provide further analysis into the many family office ...

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 traditional furtive nature of the private wealth ...

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 the many family office data trends our research ...

Uncovering Commonalities to Drive Better Family Office Outreach

Today's technological advances makes finding commonalities in your family office network easier than ever before. Comprehensive family office data and research platforms such as FINTRX, make it possible to discover unique similarities that in turn, drive stronger, more efficient outreach processes. ...

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 their unique standards and preferences, individuals and funds targeting this wealth channel ...

Why Family Offices Continue to Shift Towards Direct Investments

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 ...

October 2019 Family Office Data Summary

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 Allure of Real Estate Investing for Family Offices

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 ...

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, social and governance investing. As research ...

5 Family Offices Making Impact Investments

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 ...

The 2019 Guide to Family Offices

What is a Family Office? Let's start with the basics. The true definition of a family office is defined as a group that provides a family (or multiple families) with a multitude of personal and wealth management services. Like any vertical dealing with the ultra wealthy, every family office is ...

10 Reasons Why Family Offices Make Great Investors

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 alternative investment and private capital markets ecosystem. As the leading family ...

FINTRX 2019 Q3 Family Office Data Report

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 July through September. Continue reading for an in-depth breakdown on how the quarter unfolded within our ecosystem of 2,573+ family offices, ...

Multi-Family Office FAQs

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 Office FAQs

Single family offices have rapidly advanced over the past several years, reforming the way the ultra wealthy manage and allocate capital. While this transformation continues to add value for high net worth families and individuals around the world, this unprecedented maturation has also added a new ...

Three Family Offices Investing in Blockchain

Utilizing our family office data and research platform, we have uncovered a number of family offices investing in blockchain technology and crypto related projects. Continue reading for further insight... 

Three Family Offices Investing in Cannabis

Utilizing our family office data and research platform, we have uncovered a number of family offices investing in the cannabis industry. Continue reading for further insight...

August 2019 Family Office Data Summary

As we enter the final quarter of 2019, please find a comprehensive summary of our data activity for the month of August. 

New Release: Updated Smart Search

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.

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 the investing trends for the first half of the year. The information contained here, constructed from FINTRX-Buy-Side, provides useful data and ...

Interview with Nisa Amoils, Venture & Growth Tech Investor at Mordan Capital

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 ...

Direct Investment Regional Breakdown

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 ...

Interview with Catherine Grum, KPMG Head of Family Office Services UK

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 ...

Interview with John Clifford, Conrad Family Office

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 ...

Interview with Toby Thomson, Thomson Private Wealth

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 ...

Interview with Sofia Syed, Keystone Law

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 ...

Interview with Darragh O'Sullivan, DOS & Co. Virtual Family Office

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 ...

Family Offices Becoming Less Secretive, More Open

In recent years, more and more firms seeking to raise capital are looking to the family office space for funding. Family office funding is desirable thanks to its freedom from institutional mandates, long-term staying power and potential for add-on fundraising, and general flexibility, among other ...

Cryptocurrencies Pique Interest of Single-Family Offices

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 ...

A Closer Look at Family Offices Interested in Venture Capital & Direct Investments

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 ...

Enthusiasm Grows in the Family Office Space

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 ...

Indian Music Label's Family Office Invests in Two Startups

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 ...

Family Offices Continue to Ramp Up Their Direct Investment Activity

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

Marcus Evans Family Office Summits Announces Partnership With FINTRX

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.

Increasing Single Family Office Capital Raising

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, ...

FINTRX Partnership With The International Family Office Association

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 ...

FINTRX Alternative Investor Report May 2014

FULL REPORT HERE Thank you for your continued interest in the FINTRX Platform, powered by Capital Hedge. FINTRX continues to boast comprehensive investor intelligence, covering global family offices and institutions actively allocating to alternatives & direct investments.

New Release: Microsoft Outlook Integration

FINTRX has released a new custom Microsoft Outlook app for the FINTRX Platform, the firm's flagship family office database and asset raising CRM product. The Microsoft Outlook application offers a 'real time' sync of email correspondence between Outlook and the cloud based FINTRX Platform.