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Private Wealth Research & Insights

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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....

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,...

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...

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

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...

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,...

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

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...

5 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 family offices continue to broaden, so do their investment...

The Definitive Guide to Family Offices

The family office market has evolved into one of the most influential and complex segments of the global wealth ecosystem. Every family office is unique in structure, services, and investment focus, but they all share one common goal: to preserve...

Targeting Family Offices: A Consultative Prospecting Methodology

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...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

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...