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Resource Library

Practical family office insights
& best practices 

DATA-REPORT

January 2024 Family Office & Registered Investment Advisor Data Report

Every month, FINTRX adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of tracked investment and asset information to our dataset. To illustrate this growth, we have compiled the Monthly Family Office & RIA Data Report for January 2024, showcasing key metrics such as assets under management (AUM), alternative investments, fee models, geographic distributions, separately managed accounts, direct transactions by family offices, services offered by RIAs and more.

DATA-REPORT

2023 FINTRX Private Wealth Data Report

As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, a game-changing resource that delves deep into the ever-evolving landscape of family offices and registered investment advisors (RIAs). With data compiled using the FINTRX Family Office & RIA Data Platform, this report offers a thorough analysis of the private wealth landscape, including data-driven insights on the family office and registered investment advisor ecosystems as well as an overview of all FINTRX platform updates and additions made throughout the year.

INDUSTRY-SPOTLIGHT

2023 FINTRX Family Office & RIA Yearly Roundup

FINTRX is proud to present the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the 2023 economic landscape and the broader impact of some of the major events that occurred based on insights from news articles and private wealth narratives featured in our 2023 weekly newsletters. From the Federal Reserve's rate hikes and major bank collapses to the AI investment surge and the looming threat of a 2024 recession, we examine the impact on Alternative Investments, Family Office Investing and RIA Capital Allocation.
DATA-REPORT

November 2023 Family Office & Registered Investment Advisor Data Report

FINTRX is constantly adding and updating thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and provide a high-level synopsis of the private wealth landscapewe have compiled our monthly Family Office & Registered Investment Advisor Data Report for November 2023. This report offers an inside look at all FINTRX platform updates and additions made throughout the last month with metrics such as assets under management (AUM), alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, family office direct transactions, RIA services provided and more. 

WHITEPAPER

2023 FINTRX Registered Investment Advisor (RIA) Regional Analysis

In this report, we break down the RIA landscape by geographical region, with data on firm and managed asset distribution, accounts, employees, and more by both global region and U.S. region. All data found within this report is derived from the FINTRX Registered Investment Advisor (RIA) & Broker Dealer platform and is inclusive of firms registered as investment advisors as well as dually registered as IA and broker dealer.

DATA-REPORT

October 2023 Family Office & Registered Investment Advisor Data Report

Each month, FINTRX adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and provide a high-level synopsis of the private wealth landscapewe have compiled our monthly Family Office & Registered Investment Advisor Data Report for October 2023. This report offers an inside look at all FINTRX platform updates and additions made throughout the last month with metrics such as assets under management (AUM), alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, family office direct transactions, RIA services provided and more. 

WHITEPAPER

Analyzing Private Wealth Groups: Wirehouses & Aggregators

In a constantly evolving financial landscape that can be complex and overwhelming, private wealth groups are crucial in helping clients investment strategies and take advantage of financial opportunities. These teams, housed within larger financial institutions, specialize in catering to the needs of their clientele, offering not just financial advice, but an entire spectrum of services designed to safeguard and enhance wealth. In this white paper, we define private wealth management, explore the different types of groups & network structures and analyze data derived from the FINTRX Private Wealth Intelligence Platform. Whether you are a seasoned industry professional or new to the world of private wealth, this guide will provide valuable insight into the inner workings of these unique investment advisory groups.

WHITEPAPER

The Rise of ESG Investing Among Family Offices

Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that awareness of ESG topics has skyrocketed. Investing for social good has a rich history dating back thousands of years, as people have long invested their capital based on their values. With that said, data shows a significant increase in ESG consideration among family offices over recent years amid a rapidly-evolving investment landscape.

DATA-REPORT

FINTRX Private Wealth Data Report Q3 2023

We are pleased to release the next iteration of the quarterly FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and trends throughout Q3 2023 with data compiled using the FINTRX Family Office & RIA Data Platform. This report offers a deep dive into the private wealth landscape, including data-driven insights on the family office and registered investment advisor ecosystems as well as an overview of all FINTRX platform updates and additions made throughout the quarter.

DATA-REPORT

August 2023 Family Office & Registered Investment Advisor Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for August 2023. This report offers an inside look at all FINTRX platform updates and additions made throughout the month with metrics such as assets under management (AUM), alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, family office direct transactions, RIA services provided and much more. 

DATA-REPORT

FINTRX Private Wealth Data Report Q2 2023

As the leading private wealth intelligence data solution, FINTRX is excited to release the Q2 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview of all FINTRX platform updates and additions made throughout the quarter. This report offers a deep dive into the private wealth landscape, including data-driven insights on the family office and registered investment advisor ecosystems.

INDUSTRY-SPOTLIGHT

Notable Reps On the Move: The Aftermath of the First Republic Bank Collapse

The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars in managed assets to be redistributed across the industry as the bank's financial professionals sought new firms to take their books of business. Fueled by FINTRX data, this piece explores some of the most notable departures of financial advisors and wealth management teams from First Republic Bank, the distribution of their managed assets amongst other industry leaders, and the biggest winners of the most recent large-scale bank collapse.

DATA-REPORT

May 2023 Family Office & Registered Investment Advisor Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for May 2023. This report offers an inside look at all FINTRX platform updates and additions made throughout the month with metrics such as assets under management (AUM), alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, family office direct transactions, RIA services provided and much more. 

WHITEPAPER

Recent Evolutions Across the Family Office Space

The private wealth sphere continues to evolve and expand, with family offices increasingly emerging as influential entities in the investment landscape. In this white paper, we delve into the dynamics of recent family office alternative investment trends and highlight the evolutions contributing to the success of family offices. Despite challenges, private equity, venture capital, hedge funds, real estate and direct investments continue to play key roles in investment portfolios as family offices navigate an unsteady market environment.

WHITEPAPER

10 Global Hotspots for Family Offices: Where the Wealthiest Manage Their Assets

As the number of high-net-worth individuals continues to increase globally, the demand for family offices has grown significantly. By analyzing factors such as political stability, economic growth, tax and regulatory environment, availability of skilled professionals, access to investment opportunities, and quality of life when looking at the global private wealth landscape, we have identified the top hotspots for family offices with insights into the investment trends and strategies of the world's wealthiest individuals and families.

WHITEPAPER

10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor (RIA) Ecosystem

FINTRX offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of data tools designed specifically for the asset-raising professional, we have rounded up 10 Ways to Utilize FINTRX to Better Access the Family Office & RIA Market. Explore prospecting strategies, tools for on-the-go use cases, and tips to ensure not only a streamlined experience but a successful outcome. 

INDUSTRY-SPOTLIGHT

25 Women-Led Single Family Offices

We are proud to present our list of 25 single-family offices across the United States, all of which are managed and led by women. By leveraging FINTRX data, we aim to showcase the accomplishments of these 25 female trailblazers and highlight the impact of their leadership within the private wealth space.

WHITEPAPER

Family Offices Harnessing the Power of Deep Tech Investments

As technological innovation continues to evolve, business procedures are following suit, ultimately resulting in the emergence of new tech startups at a rate faster than ever before. Consequently, direct family office investments in deep tech companies - a growing subset of the tech industry - is soaring alongside. In this literature, you'll explore the current trends for family offices investing in deep technology like blockchain, AI, robotics, and more.

DATA-REPORT

April 2023 Family Office & Registered Investment Advisor Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for April 2023. This report offers an inside look at all FINTRX platform updates and additions made throughout the month with metrics such as assets under management (AUM), alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, family office direct transactions, RIA services provided and much more. 

GUIDE

Single Family Office FAQs

While the evolution of the family office continues to add value for high net worth families and individuals around the world, this unprecedented maturation has also added a new level of complexity to an already murky space. In an effort to provide further color on the private wealth ecosystem, we have provided the answers to some of the most commonly asked questions regarding single family offices.

GUIDE

Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. In an effort to shed light on the family office space, we have tackled some of the most prevalent FAQs to help add clarity to the realm of multi-family offices and their operations.

INDUSTRY-SPOTLIGHT

25 Women Leading the Hedge Fund Industry in the US 2023

We are pleased to present our report on 25 of the most powerful women leading the Hedge Fund industry in the United States. Compiled using FINTRX proprietary data, our report offers a unique window into the industry and showcases some of the highest-performing hedge funds in the US that are founded, managed, and led by women.

WHITEPAPER

Navigating the Family Office Market: SFOs vs MFOs

Family offices have rapidly advanced over the past several years, both reforming the way money is managed and allocated and adding a new level of complexity to an already obscure space. To shed light on the private family office landscape, we have summarized several common questions to help clarify any underlying assumptions relating to single-family offices (SFOs) and multi-family offices (MFOs).

DATA-REPORT

FINTRX Private Wealth Data Report Q1 2023

We are excited to release the Q1 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview of all FINTRX platform updates and additions made throughout the quarter. This report offers a deep dive into the private wealth landscape, including data-driven insights on the family office and registered investment advisor ecosystems.

DATA-REPORT

February 2023 Family Office & Registered Investment Advisor Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for February 2023. This report offers an inside look at all FINTRX platform updates and additions made throughout the month with metrics such as assets under management (AUM), alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, family office direct transactions, RIA services provided and much more. 

DATA-REPORT

January 2023 Family Office & Registered Investment Advisor Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for January 2023. This report offers an inside look at all FINTRX platform updates and additions made throughout the month with metrics such as assets under management (AUM), alternatives utilized, fee structures, geographic breakdowns, separately managed accounts, family office direct transactions, RIA services provided and much more. 

DATA-REPORT

2023 FINTRX Family Office Industry Briefing Series in Partnership With Charles Schwab

We are excited to present Part One of our second Family Office Industry Briefing Series in partnership with Charles Schwab. We invite you to explore this unique report for an in-depth look at the global family office landscape. Part one of the 2023 series provides a full geographical breakdown of family offices & their investments with data on the locations and assets of family offices today, industry origins of family office wealth & asset class interest breakdown, and direct investment activity and industry trends.

GUIDE

Family Offices Directly Investing in Multifamily Residential Properties

With the growing need for housing around the U.S., multifamily residential properties remain a preferred property type for the bulk of family offices, according to industry experts. Having learned from missed opportunities a decade ago, many ultra-high-net-worth players are looking for new opportunities to invest in multifamily residential properties.

DATA-REPORT

FINTRX Family Office Data Report Q1 2021

FINTRX kicked off Q1 of 2021 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. To shine a light on the growing private wealth space, we have constructed a Q1 2021 Family Office Data Report showcasing key family office statistics, notable trends, and further exploration of the alternative wealth landscape. 

INDUSTRY-SPOTLIGHT

The FINTRX 2020 Family Office Data Report

In continuing our mission to provide the most robust insight on single and multi family offices, we are thrilled to release this report outlining numerous family office data trends and notable investment activity within the alternative wealth and private capital markets. Amid turbulent market conditions, family offices continued to remain vigilant and proactive. Inside the data report, you'll discover direct investment data highlights, co-investment trends and activities, sectors of investment interest, and more.

GUIDE

Five Success Patterns of Top-Performing RIAs

Amidst a global pandemic, registered investment advisors (RIAs) are continuing to gain traction as the need for truly unbiased asset management becomes increasingly popular among high net-worth individuals. As the number of RIAs continues to rise each year, our team has taken a deep dive into the registered investment advisor space - offering data and insight into how these groups operate, developing trends, and five success patterns of top-performers.

INFOGRAPHIC

Family Office Direct Investment Patterns: How Sector Familiarity Drives Transactions

As a result of our recent research, sponsored by Charles Schwab, we've identified several variables at play when it comes to investments modern family offices often make—especially given our current climate.  One of the most prevalent patterns we've uncovered is the connection between industry of wealth origin and industry investment interest.  Download your copy of our 1-page infographic to see a snapshot of the data and perhaps unlock smarter decision-making for your team in your approach.

WHITEPAPER

Family Offices Adapting to the Modern Era: Evolutions in Wealth Ownership

Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities. To better understand the dynamic nature of these private wealth entities, we explore three ways family offices are adapting to — and mastering — the unique challenges inherent to wealth ownership in our latest white paper. The upswing in family office investment activity has come with evolutions in how family offices operate, learn more.

DATA-REPORT

Family Office Industry Briefing Series, in partnership with Charles Schwab

In partnership with Charles Schwab, 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. We are pleased to be able to share, for the very first time, robust and detailed insights into this impactful and previously opaque family office sector, including an analysis of their direct investment activity.

GUIDE

Align Your Outreach with Current Family Office Investment Trends: Avoid the Common Pitfalls to Maximize Win Rates

It's true that changing demographics, technological shifts, and volatility in the market have all impacted family offices. Through our extensive research, we've revealed 4 notable trends in how family offices are putting their wealth to work. Plus, to give your outreach teams a boost in your prospecting efforts and capitalize on these emerging trends, we've included a deep-dive into the major pitfalls to avoid when targeting modern family offices.

INDUSTRY-SPOTLIGHT

Targeting Family Offices: A Consultative Prospecting Methodology

The global family office landscape is in the midst of a profound transformation brought upon by a new generation of investors - whose attitudes and expectations have been shaped by modern advances, volatile markets and unforeseen global realities. As many asset raising professionals continue to try to engage with these private entities, it is important to recognize how these changing conditions affect your outreach efforts.

GUIDE

How to Utilize Industry Intelligence for Outreach Excellence

Our guide to How to Utilize Industry Intelligence for Outreach Excellence is packed with information on why capital raisers should be targeting family offices, how to leverage data to refine your approach to outreach, tactics to win in your prospecting efforts and best practices for crafting an effective pitch for family office investors. In the midst of economic uncertainty, it is important to reinforce the significance of good strategy, especially when identifying and connecting with those in the private wealth landscape.

BRIEF

Uncovering Commonalities to Drive Better Family Office Outreach

Today's technological advances make finding commonalities in your family office network easier than ever before. Comprehensive family office data and research platforms such as FINTRX make it possible to discover commonalities that drive efficient outreach processes. Explore the top three best practices we've seen our clients and others in the space leverage to spark meaningful conversations for maximized impact. 

INDUSTRY-SPOTLIGHT

The Rise of Family Offices: A Landscape Breakdown

Over the past 50 years, the number of Family Offices across the globe has risen substantially, becoming the preferred vehicle for the ultra-wealthy to direct their net worth.

Discover the history of Family Offices, the nuances between SFOs and MFOs, and the spread of Family Offices across the globe, by region.

DATA-REPORT

The 2020 Family Office Hedge Fund Activity Report

Hedge fund allocations from the fast-growing family office sector are set to increase.  Hedge fund managers need to be proactive and strategic in order to connect with the wealthy and encourage them to invest.  Dive into this 12-page Industry Data Report to discover exclusive insights built in a bottom-up approach, derived from our extensive global dataset. 

INFOGRAPHIC

Predicting Family Office Investments w/ Intelligent Data

For the very first time, we are able to share robust insights into the hard-to-reach, yet economically highly significant Family Office sector. We've identified that understanding the industry or way in which the principal made his or her wealth is often an important insight into how the Family Office might operate and deploy future capital.  Using this intelligent data to predict how these entities will invest is the next frontier.

INDUSTRY-SPOTLIGHT

Family Offices Continue to Get Younger & Trend Toward Impact Investing

Though the concept of impact investing is in no way a new idea, the drastic increase of younger investors inheriting enormous quantities of wealth has catalyzed the demand for environmental, social and governance investing. As a result, more funds are beginning to tailor their investment strategies to accommodate this increasing demand.

GUIDE

10 Reasons Why Family Offices Make Great Investors

Family office funding is desirable thanks to its freedom from institutional mandates, long-term staying power, frequent potential for add-on fundraising and general flexibility. Understanding the reasons behind what makes family offices ideal investors can be a game-changer in terms of wealth preservation and wealth expansion. 

GUIDE

5 Effective Ways to Tackle the Family Office Market

Uncover specific to-dos and effective action items in these five areas to increase investor engagement for every pitch. Download our guide to understand the landscape inside and out, find commonalities and expound on them, practice consistent and polite follow up, create value to stand out, know the "why" of the family office you're approaching.

INDUSTRY-SPOTLIGHT

The Allure of Real Estate Investing for Family Offices

According to the 2019 UBS Global Family Office Report, 73% of family offices invest in real estate - both residential and commercial. Discover the six key elements that make real estate investments so appealing to Family Offices; cash flow, appreciation, control, tax efficiency, portfolio diversification, and community benefits. Read the details in our 3-page deep dive.

WHITEPAPER

Why Family Offices Continue to Shift Towards Direct Investments

BRIEF

3 Common Challenges Targeting Family Offices

We believe there is no reason why outdated data, disparate point solutions in your tech stack, or an uncertainty around whether you're fully enabled to do your job should be getting in your way. We're committed to bringing a whole new level of transparency and security to those tackling the family office market. 

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