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Private Wealth Research & Insights

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Industry Trends (23)

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 data and research platform, which provides insight into thousands of direct deal transactions...

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 FINTRX, which provides insight and analytics into...

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...

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 the private wealth landscape and provides the tools necessary for a productive and humanized outreach solution. Thanks to...

New Release: FINTRX News Portal

FINTRX is excited to introduce the News Portal—a powerful new feature within our private wealth data platform. Designed to keep users ahead of the curve, the News Portal delivers real-time updates on your target prospects and the broader alternative...

3 Recent Family Office Direct Investment Deals

Over the past few years, family offices around the world have increased in size, number and sophistication. Along with this transition has come a drastic change in their investment approach, particularly showing a growing interest in transparency...

FINTRX Family Office Industry Report Released | Part 1 of 3

FINTRX is thrilled to share part one of our three-part Global Family Office Report, in partnership with Charles Schwab. In this report, you will find a detailed look into the geographic breakdown and asset distribution of the global family office...

Uncovering Commonalities to Drive Better Family Office Outreach

Building relationships within the family office ecosystem requires more than just data; it demands understanding, nuance, and genuine connection. Historically, these private entities have been difficult to access, operating with limited transparency...

Why Family Offices Continue to Shift Towards Direct Investments

Family offices are redefining traditional approaches to asset allocation, steadily moving away from conventional portfolio structures. Increasingly, these sophisticated wealth vehicles are pursuing direct investment opportunities that provide...

The Allure of Real Estate Investing for Family Offices

Real estate has long held a special appeal for family offices—and for good reason. Offering tangible assets, steady cash flow, and attractive tax advantages, property investments remain a cornerstone strategy for wealth preservation and growth....