In Partnership With
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."
National Managing Director & Head of Schwab Advisor Family Office
Download Your Copy Below!
Explore our 2023 family office report in partnership with Charles Schwab
Recently Featured In
Family Office Increasing Direct Investments...
More Wealthy Families Are Throwing a Lifeline...
New York Times
Why Family Offices Are Chasing Direct Deals
Look beyond the label in choosing a modern...
6 Family Office Trends In Direct And Venture...
Family Office Capital Pumps Up Private-Equity...
Wall Street Journal
Billionaire Families Reshape Silicon Valley's...
Direct Investing Is Rising Among Family Offices
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.
FINTRX Sourced Data