A bottom-up read of the global family office ecosystem, built from the FINTRX family office dataset rather than small-sample survey data.
Produced in partnership with Charles Schwab, the series looks at the professionals who make up the global family office ecosystem. The research is built bottom-up from the FINTRX family office dataset rather than traditional small-sample survey data, which allows for detailed insight into a sector that has historically been opaque.
The current edition separates generational from entrepreneurial single-family offices and tracks consolidation across the multi-family office segment.
Download the reportEvery earlier edition of the series, still available in full.
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.
