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Global private wealth reports & insights > Resources

WHITEPAPER
Private Wealth Groups to Watch: 40 Leading Advisory Teams Throughout t..........
In this report, we explore the remarkable achievements of private wealth advisory teams across the nation. From the Northeastern to the Western regions, each advisor shines with excellence, backed by accolades and unwavering dedication to client succ..........
DATA-REPORT
April 2024 FINTRX Monthly Private Wealth Data Report
To illustrate the consistent growth of the FINTRX Family Office & RIA Database, we have compiled the Monthly Family Office & RIA Data Report for April 2024, showcasing metrics such as assets under management, alternative investments, fee mode..........
DATA-REPORT
A Deep Dive into the FINTRX Family Office Dataset
This high-level analysis explores the FINTRX family office dataset, which comprises over 4,000 family offices and 23,000 family office contacts worldwide. Discover valuable insights on direct investments, geographical breakdowns, asset class preferen..........
DATA-REPORT
Q1 2024 FINTRX Private Wealth Data Report
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 Q1 2024 with data compile..........
DATA-REPORT
February 2024 FINTRX Monthly Private Wealth Data Report
To illustrate the consistent growth of the FINTRX Family Office & RIA Database, we have compiled the Monthly Family Office & RIA Data Report for February 2024, showcasing key metrics such as assets under management (AUM), alternative investme..........
WHITEPAPER
Exploring Real Estate Investment Trends Among Family Offices
Gain access to valuable insights into the current landscape of family office real estate activity and analyze recent real estate investments. All powered by FINTRX Family Office data, this white paper will equip you with the knowledge needed to navig..........
DATA-REPORT
January 2024 FINTRX Monthly Private Wealth 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 ..........
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 reg..........
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 ins..........
DATA-REPORT
November 2023 FINTRX Monthly Private Wealth 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 landsca..........
WHITEPAPER
2023 FINTRX Registered Investment Advisor 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 FINTR..........
DATA-REPORT
October 2023 FINTRX Monthly Private Wealth 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 landscape, w..........
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 i..........
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..........
DATA-REPORT
Q3 2023 FINTRX Private Wealth Data Report
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 compile..........
DATA-REPORT
August 2023 FINTRX Monthly Private Wealth 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 a..........
DATA-REPORT
Q2 2023 FINTRX Private Wealth Data Report
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..........
INDUSTRY-SPOTLIGHT
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..........
DATA-REPORT
May 2023 FINTRX Monthly Private Wealth 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..........
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 tr..........
WHITEPAPER
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..........
WHITEPAPER
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..........
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 impa..........
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 compani..........
DATA-REPORT
April 2023 FINTRX Monthly Private Wealth 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..........
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 fu..........
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..........
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-..........
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 su..........
DATA-REPORT
Q1 2023 FINTRX Private Wealth Data Report
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..........
DATA-REPORT
February 2023 FINTRX Monthly Private Wealth 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..........
DATA-REPORT
January 2023 FINTRX Monthly Private Wealth 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 ..........
DATA-REPORT
2023 Family Office Industry Briefing Series in Partnership with Charle..........
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..........
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 investo..........
DATA-REPORT
Q1 2021 FINTRX Family Office Data Report
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..........
INDUSTRY-SPOTLIGHT
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..........
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 eac..........
INFOGRAPHIC
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..........
DATA-REPORT
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..........
GUIDE
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..........
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..........
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 prospecti..........
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 ou..........
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, ..........
DATA-REPORT
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..........
INDUSTRY-SPOTLIGHT
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..........
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 pol..........
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, appreciat..........
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 transp..........