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In Partnership With
Charles Schwab
FINTRX Family Office Industry Briefing Series
"As a proud sponsor, I would like to congratulate Russ and his FINTRX team on the launch of the Industry Briefing Series, which provides valuable research and insight into the family office community."
Eddie Brown
National Managing Director & Head of Schwab Advisor Family Office
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About the Report
Welcome to our Family Office Industry Briefing Series, produced in partnership with Charles Schwab. This 3 part series provides an insightful look into the professionals that make up the global family office ecosystem.
The research contained within this report has been built with a bottom-up approach from our extensive family office dataset, as opposed to traditional small-sample survey data. As a result, we are able to share robust and detailed insights into this impactful and previously opaque family office sector.
REPORT HIGHLIGHTS
85
Total pages
20,000+
Downloads
Global Coverage
Geographic insights
FINTRX Sourced Data
Proprietary data
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