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In Partnership With
Charles Schwab

FINTRX Family Office Industry Briefing Series

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FINTRX Schwab Family Office Industry Report

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.
REPORT HIGHLIGHTS

FINTRX Sourced Data

Proprietary data

Global Coverage

Geographic insights

20,000+

Downloads

85

Total pages

Family Office Industry Briefing Series - Part 6

Analyzing Generational vs. Entrepreneurial Single-Family Offices & M&A Trends Across Multi-Family Offices

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"Schwab Advisor Family Office is proud to once again sponsor the FINTRX Industry Briefing Series. The trends highlighted in this report reinforce what we’re seeing firsthand: family offices are evolving at an unprecedented pace, driven by rapid wealth creation and growing complexity."

Paul Ferguson
Head of Relationship Management | Schwab Advisor Family Office 

Access Previous Versions

Our ongoing series insights into this impactful and previously opaque family office sector.

Part 5

Released February 13, 2024
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Part 4

Released February 13, 2023
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Part 3

Released January 28, 2021
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Part 2

Released August 26, 2020
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Part 1

Released January 23, 2020
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