In Partnership With
Charles Schwab
FINTRX Family Office Industry Briefing Series


Family Office Industry Briefing Series
Welcome to our Family Office Industry Briefing Series, produced in partnership with Charles Schwab. This series provides an insightful look into the professionals that make up the global family office ecosystem.
The research contained within this series 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 can share robust and detailed insights into this impactful and previously opaque family office sector.
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FINTRX Sourced Data
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Geographic insights
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Family Office Industry Briefing Series - Part 6
Analyzing Generational vs. Entrepreneurial Single-Family Offices & M&A Trends Across Multi-Family Offices
