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Resource Library

Practical family office insights
& best practices 

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 discover family offices investing in deep technology like blockchain, AI, robotics, and more. 

DATA-REPORT

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.

CASE-STUDY

Pravati Capital Develops Humanized Relationships, with FINTRX

Like many other capital raising professionals, Pravati Capital found themselves struggling to source accurate information on family offices. Today, Pravati Capital is successfully utilizing our vast dataset of 3,000+ investors and 11,500+ family office professionals to "source quality data on the family office space" which has allowed their team to meet their goal of building quality relationships with family offices.

CASE-STUDY

Aventurine: Venture Capital & Private Equity

The exponential growth of family offices around the world means an increasing number of people now view these groups as a preferred source of capital. However, finding relevant and actionable data on family offices often proves to be challenging and time consuming. Today, Aventurine is actively using FINTRX to prospect and build a "direct connection with family office decision makers" to which they can engage with.

CASE-STUDY

Ramston Capital Benefits From Clarity in Approaching New Investors, Using FINTRX

According to Ramston, "The detail on contacts and firms is incredible - unparalleled. The knowledge provided by FINTRX on individuals and firms' investment goals has proved invaluable when approaching potential new investors.Through harnessing FINTRX, Ramston Capital has been able to focus on building and nurturing relationship with LP's, whilst we take care of the initial research required to identify them.

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.

CASE-STUDY

Lanier Ivy Reduces Time Spent Researching, with FINTRX

Overwhelmed with the research required to identify contacts at family offices, Lanier Ivy turned to FINTRX as a solution. In a highly competitive industry, where establishing contact in a timely manner with the right person is essential, Lanier Ivy needed access to a reliable source of information for streamlining their market research process. Today, Lanier Ivy is successfully utilizing our vast dataset of 3,000+ investors and 11,500+ family office professionals to "create curated prospecting lists and focus outreach accordingly." 

CASE-STUDY

How NewSpring Capital Utilizes FINTRX

The NewSpring team utilizes the FINTRX dataset of 3,000+ family offices and 11,500+ family office professionals on a weekly basis. Prior to joining the FINTRX client-base, NewSpring Capital found a gaping hole when it came to accessing detailed and actionable information on family offices. As a multi-year customer, NewSpring continues to leverage the full suite of FINTRX solutions at scale to turbo charge and organize their family office access.

 
 
BRIEF

A Data-Driven Analysis into Family Offices Allocating Direct Funds

From 2010-2015, the industry saw the largest percentage increase in family office direct investment activity of any five year period since 1990. Since then, more than two thirds of family offices founded after 2015 are actively participating in direct investment opportunities.  So, why direct investments?  Discover more on our recent research into this topic in our latest brief, sponsored by Charles Schwab.

CASE-STUDY

How Alex. Brown Leverages FINTRX

When it comes to identifying different investors and their preferred allocation preferences, it can be challenging to identify family offices that match each unique use-case. In the case of Alex. Brown, they recognized that this pain-point was limiting their prospecting efforts. Since adopting the FINTRX platform, they were able to gather significant intelligence on family offices, further improving their prospecting efforts. Read on to discover more on how and why Alex Brown decided to utilize the FINTRX.

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.

CASE-STUDY

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.

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.

CASE-STUDY

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. 

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.

WHITEPAPER

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.

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. 

GUIDE

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.

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.

GUIDE

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.

GUIDE

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.

CASE-STUDY

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.

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. 

INDUSTRY-SPOTLIGHT

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.

CASE-STUDY

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.

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

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.

BRIEF

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. 

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. 

CASE-STUDY

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.

BRIEF

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. 

CASE-STUDY

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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