Private Wealth Research & Insights

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Family Offices

Family Office Investment Activity - July 2026

According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 transactions but still anchored by mega-deals at the top end, including a $10 billion round ...

How to Target Family Offices for Your Next Raise Using AI Prompts

Raising capital from family offices has always come down to one hard problem: finding the ones who actually invest in what you're raising. Size and location tell you almost nothing about whether a family office will write a check into your sector,...

Family Office Real Estate Investment Activity: 1H 2026

FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single family offices (SFOs) accounted for 31 of the 39 unique family offices involved, versus...

Family Office Investment Activity - June 2026

According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend from 121 transactions in May. Deals spanned pre-seed AI bets to a $12 billion technology...

ESG & Impact Investing Across the Private Wealth Channel

ESG investing has gone through a full cycle in less than a decade. The Financial Planning Association says planner usage of ESG strategies slid from 38% in 2020 to 34% in 2022 as rate hikes and political backlash hit the category. Some...

Refine Your Family Office Fundraising Strategy with FINTRX

Securing capital from family offices demands a strategic, data-driven approach. As the private wealth landscape evolves, fund managers and capital raisers must move with speed and precision, leveraging advanced tools to identify, engage,...

Family Office Conferences & Events: The Complete 2026 Calendar

Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead a single family office, manage a multi-family platform, or serve this community as an...

5 Powerful AI Prompts for Raising Capital from Family Offices

AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings. But when it comes to raising capital from family offices, surface-level research isn’t...

How to Target Family Offices with Precision Using FINTRX

Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capital is actually deployed. With FINTRX, teams gain structured visibility into allocation...

2025 FINTRX Family Office Industry Report

Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 440+ family offices added to the FINTRX platform over the past year, offering a data-backed view...