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Global private wealth reports & insights > Resources
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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 F..........-2.png)
Notable Reps On the Move: The Aftermath of the First Republic Bank Col..........
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..........
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 a..........-4.png)
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 tr..........
10 Global Hotspots for Family Offices: Where the Wealthiest Manage The..........
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 skil..........
10 Ways to Utilize FINTRX to Better Access the Family Office & Reg..........
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 r..........
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 impa..........
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 compani..........
April 2023 Family Office & Registered Investment Advisor Data Repo..........
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..........
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 fu..........
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..........
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-..........
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 su..........
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 quar..........
February 2023 Family Office & Registered Investment Advisor Data R..........
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..........
January 2023 Family Office & Registered Investment Advisor Data Re..........
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 ..........
2023 FINTRX Family Office Industry Briefing Series in Partnership With..........
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 s..........
Family Offices Directly Investing in Multifamily Residential Propertie..........
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-hi..........
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 Of..........
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 pri..........
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 eac..........
Family Office Direct Investment Patterns: How Sector Familiarity Drive..........
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 u..........
Family Offices Adapting to the Modern Era: Evolutions in Wealth Owners..........
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 —..........
Family Office Industry Briefing Series, in partnership with Charles Sc..........
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, f..........
Align Your Outreach with Current Family Office Investment Trends: Avoi..........
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, t..........
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..........
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 prospecti..........
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 ou..........
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, ..........
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 Repo..........
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 o..........
Family Offices Continue to Get Younger & Trend Toward Impact Inves..........
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 ar..........
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 investo..........
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 pol..........
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, appreciat..........
Why Family Offices Continue to Shift Towards Direct Investments
At an increasing rate, savvy family offices are plunging into direct investment opportunities to utilize the many advantages they permit. Get your copy of our latest 3-pager to discover the reasons behind the shift towards direct investments and the ..........
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