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Family Office Research & Insights

The Registered Investment Adviser (RIA): What You Need To Know

With the markets facing longer-term volatility, savvy wealth entities such as registered investment advisers (RIAs) are seeing this as an opportune time to demonstrate their deeper worth and ability to maintain sustainable economic growth. In an effort to shine light on the space, FINTRX provides a ...

The Rise of Family Offices Co-Investing: Growth in Direct Investment Partnerships

Direct investments have become increasingly common throughout the family office space - particularly in regards to single family offices (SFOs). Several factors contribute to the prevalence of direct investments across the family office landscape, but none more influential than the increased ...

5 Family Offices Making Biotech Investments

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 ...

Monthly Family Office Data Report: August 2020

Universal 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, FINTRX releases a thorough breakdown on all family office data compiled from August of 2020.

Family Office Direct Investment Activity: 2020 Series with Charles Schwab

Changing demographics and unforeseen turbidity in the markets continue to influence the way family offices invest and manage client wealth. Family offices are putting their wealth to work in new ways and now expect personalized outreach rooted in commonalities, an understanding of their goals and ...

5 Family Offices Making Technology Investments

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 ...

Monthly Family Office Data Report: July 2020

As family offices continue to advance worldwide, the FINTRX data and research platform continues to evolve alongside. Universal family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this ...

Family Offices: Adapting to the Modern Era

Over the last several years, the family office space has experienced immense growth in terms of size, scope and prevalence. Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities. Fortunately, their adaptive nature makes them the ...

FINTRX Family Office Data Report Q2 2020

Amid the current market environment, it is important to stay abreast industry trends and developments. As a leading family office data provider, we put together the FINTRX Q2 2020 Family Office Data Report to deliver key family office statistics, notable trends and further exploration of the ...

Align Your Outreach with Current Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have all impacted the way in which family offices manage ...

Level-Up Your Tech Stack with the FINTRX Family Office Data Platform

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech stack in place to enable the entire fundraising ...

Monthly Family Office Data Report: June 2020

Universal family office expansion continues to transform the operational methods of those within the alternative investment industry and private capital markets. Because the modern family office is structured to fit the need for enhanced services, these groups are increasingly becoming the ...

3 Pitfalls of Crafting the Right Pitch for the Wrong Family Office

Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to business growth like they once did. However, as more ...

Current Family Office Investment Trends

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 the number of these groups continue to broaden, so do their investment patterns and overall prominence in ...

The 2020 Guide to Family Offices

Like any vertical dealing with the ultra-wealthy, every family office is unique in set-up and structure, with each requiring a different combination of services depending on the wants and needs of their clientele. This makes defining the murky world of family offices incredibly challenging. In an ...

Targeting Family Offices: A Consultative Prospecting Methodology

The global family office landscape is in the midst of a profound transformation brought upon by a new generation of investors - whose attitudes and expectations have been shaped by modern advances, volatile markets and unforeseen global realities. As many asset raising professionals continue to try ...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

The FINTRX family office data and research platform is becoming smarter and broader at a rate faster than ever before. To showcase our growing plethora of data tools designed specifically for the asset raising professional, we have rounded up 10 tips and tricks for utilizing our platform to the ...

Monthly Family Office Data Report May 2020

As the global family office landscape continues to evolve and diversify, the FINTRX data and research platform consistently grows alongside. With universal coverage on 2,848+ family offices, 11,061+ family office contacts and 11,742+ tracked investments, we have provided further insight into ...

How to Utilize Industry Intelligence for Outreach Excellence

As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at this cloudy landscape and provides the tools necessary for a smooth, productive and humanized outreach solution. Thanks to cutting-edge technology emerging in the market, such as the ...

Monthly Family Office Data Report April 2020

Designed to greatly enhance your capital raising efforts, the FINTRX family office data and research platform offers an inside look at the alternative investment industry and private capital markets. With complete coverage on 2,833+ family offices, 11,063+ family office contacts, and 11,386+ ...

3 Ways the FINTRX Platform Increases our Clients' Efficiency

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, allowing you to spend time building relationships ...

Navigating the Family Office Market: SFOs vs MFOs

As we round the corner into May 2020, the FINTRX team has been busy refining new product enhancements, enabling our users and putting together family office content that we hope you continue to find valuable. Our latest piece is surrounding the unique similarities and differences between the ...

FINTRX Family Office Data Report Q1 2020

FINTRX kicked off 2020 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. With that information, we constructed the FINTRX Q1 2020 Family Office Data Report to deliver key family office statistics, notable trends and ...

FINTRX Family Office Data Report March 2020

A broad range of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX family office data and research platform to identify, access and raise family office capital. Blending research, analytics and technology into one solution, we have provided further ...

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 ...

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 ...

Industry Best Practices

Breakdown of Industry Best Practices