The Registered Investment Advisor (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 ti…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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 regard to single family offices (SFOs). Severa…
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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 FINTR…
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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 cap…
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Family Office Direct Investment Activity: 2020 Series with Charles Schwab
Evolving demographics and unexpected market volatility are reshaping the investment and wealth management strategies of family offices. These entities…
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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 like…
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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 developm…
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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 mar…
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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 pu…
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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 sophisticatio…
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