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Resource Library

Practical family office insights
& best practices 


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.


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.


Emerald Asset Management

Emerald Asset Management provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management, the Emerald Mutual Funds, and EAGLE ETF portfolios. To identify and target family offices best suited for their particular use-case, it would take extensive time and research. Rather than continuing to spend their time scraping the internet for unreliable data, Emerald Asset Management turned to the FINTRX family office platform. Read more about their experience.


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.


The FINTRX Platform: Dynamic & Favorites Lists

Stay updated on the new entities and contacts being added to the FINTRX database that suit your criteria of interest using our Dynamic & Favorites Lists functions.  Hear from Client Success Director, Alexis Tsitos on the value of these tools. View this video tutorial for more. 


Rowe Capital Partners

Rowe Capital Partners is a global placement agent, focusing on an array of alternative investment strategies. To identify and target specific family offices best suited for their particular use-case, it took extensive time and research, and would result in outdated or unreliable information. Rather than continuing to spend their hard-earned time scraping the internet for information, Rowe Capital Partners turned to FINTRX. Read more about their experience. 


The FINTRX Platform: CRM

Explore the functionality of the CRM module within the FINTRX platform to ensure your team achieves a heightened level of organizational efficiency. From Client Success Associate at FINTRX, Sarah Wright, "We highly encourage our users to stay organized and log all of their interactions including notes, activities, and events in the FINTRX CRM." View this video tutorial of the CRM module for more.


10 Tips and Tricks for Utilizing the FINTRX Family Office Platform

Gain insight into the 10 best tips and tricks for making the most of the FINTRX platform. In this Platform Spotlight, we guide you through these — all under 10 minutes!  From Michaela Barry, Director of Client Success at FINTRX, "Equipping your team with powerful tools like FINTRX is the first step. We believe that once your team is fully enabled with the right tech stack, it's about leveraging those tools efficiently — optimizing each and every click." 


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.


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.


The FINTRX Platform: A Closer Look at Buy-Side

Explore all that FINTRX Buy-Side has to offer when it comes to past investment history of over 2800+ family offices worldwide. In this recording, hear from our Client Success Associate, Sarah Wright on the unique ways to leverage Buy-Side for insights into sector breakdowns, family office preferences, and more.


Navigating the Family Office Market: SFOs vs MFOs

Take a deep dive into the unique differences between Single Family Offices and Multi-Family Offices, (plus best practices to tailor your approach!) in this 13-page white paper.  In this paper, we take you through the answers to the most commonly asked questions, a side-by-side glance at the nuances between the two entities, and what we see in the future for our space based on predictive data.


The FINTRX Platform: News Portal & Alert Builder

Explore all that the FINTRX News Portal and Alert Builder has to offer and stay up-to-date on all information and news that's important to you. From Client Success Associate at FINTRX, Sarah Wright, "Our team here at FINTRX is dedicated to delivering impactful features and functions within our platform. Leveraging the News Portal and Alert Builder in tandem allows for better preparation for meetings and outreach.


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. 


The Answers to the Top 10 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 comprehension of the 10 most commonly asked questions with regard to single family offices.


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.


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. 


Making Connections w/ FINTRX Affinity

Take a deep dive into FINTRX Affinity - our newest feature providing users with team-based insights into meaningful points of connection with family office contacts.  In this recording, hear from our Client Success Director, Michaela Barry on the why, what, and how of FINTRX Affinity.


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.


The FINTRX Platform: Tags & Custom Fields

A high-level walkthrough of the FINTRX platform — the functionality and value add of tags & custom fields within FINTRX. From Michaela Barry, Client Success Director at FINTRX, "The ability to customize your tools to enable the workflows you already have built for your team is critical to adoption and long-term success." 


The Ultimate Guide to Family Offices

How well do you know the Family Office sector? From a fund-raising perspective, Family Offices are increasingly being seen as ideal investors: offering efficiency and streamlined decision-making, large individual check sizes, and often a high degree of flexibility compared to typical investors. It's worth going into the remainder of 2020 with the latest insights into how this sector operates.


The FINTRX Platform: An Overview

View this high-level walkthrough of the FINTRX platform - our industry leading family office database and prospecting tool with our very own Client Success Director, Michaela Barry.  In this recording, you'll explore the FINTRX Dashboard, Search Functionality, Dossier Structure, and more.


The Answers to Prevalent 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 clarify underlying assumptions regarding multi-family offices.


Convergence Investments

A lack of time and information can cause major inefficiencies when it comes to fundraising within the family office sector. Convergence turned to FINTRX, knowing that the platform's ability to filter through thousands of family offices and contacts to serve up good actionable data would save them both time and money in the long-run. Read more about their experience.


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.


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. 


Five Family Offices Making Impact Investments

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Utilizing FINTRX, our family office data and research platform, which covers hundreds of families active in ESG/impact investments, we've shared five family offices making impact investments across an array of industries, sectors, and asset classes.


Landmark Capital

Landmark selected the FINTRX platform as their global family office investor solution and firm-wide CRM tool due to their expansive coverage of the family office community and integrated offering. The innovative offering gives the Landmark team a virtually limitless way to market, raise capital, and streamline investor engagement across its team members. Read more about their experience.


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.


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.


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 appeal of direct investments for family offices.


Three Family Offices Investing in Blockchain

Utilizing our family office data and research platform, FINTRX has uncovered three family offices investing in blockchain technology and crypto-related projects. Discover more on these specific family offices in our brief 2-pager. 


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. 


Apis Capital Advisors, LLC

With FINTRX, the access to a streamlined family office capital raising solution offered Apis Capital an extensive database of investors and contacts from which they could boost their fundraising efforts. Since utilizing the platform, they have noticed a large increase in family office engagement and an immediate increase in efficiency. Read more about their experience.


Three Family Offices Investing in Cannabis

Family offices around the world are fueling the growth of the cannabis industry, and this trend is likely to continue. Oftentimes, family offices seek opportunities to invest in new, upcoming markets that can offer outsized returns. Discover three specific family offices that previously invested in cannabis in this industry brief. 


Measure 8 Venture Partners

Using FINTRX, Measure 8 received an investment from a family office within the platform. By providing them with significant and wide ranging access to thousands of family offices, they were able to find investors that best matched their unique use case. Read more about their experience.

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