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

In Partnership With
Charles Schwab

FINTRX Family Office Industry Briefing Series

Eddie Brown Schwab

"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 

Download Your Copy

Explore the next installment of our Global Family Office report, in partnership with Charles Schwab. Download below!
FINTRX Schwab Family Office Industry Report

About the Report

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.


Total pages



Global Coverage

Geographic insights

FINTRX Sourced Data

Proprietary data

Download Previous Reports Below!

Explore previous installments of our Global Family Office Briefing Series - in partnership with Charles Schwab.

Download additional reports & white papers in our knowledge center