<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

Private Wealth Research & Insights

Posts about:

Industry Trends (24)

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....

Family Offices Continue to Get Younger & Trend Toward Impact Investing

Several indicators highlight the continuously growing trend of family offices increasing their allocations to impact-focused funds and companies. To understand this trend, let us begin with the overall spike in the prevalence of environmental,...

5 Family Offices Making Impact Investments

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Using FINTRX, the leading family office data and research platform, which...

10 Reasons Why Family Offices Make Great Investors

Over the past three decades, family offices have emerged as one of the most influential investor classes in private markets. What began as a niche wealth management model for the ultra-wealthy has evolved into a global force shaping innovation,...

Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. While this transformation continues to add value for high-net-worth families and individuals around the...