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FINTRX Family Office Industry Briefing Series Part 6 - in Partnership with Charles Schwab
It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this edition, we take a closer look at the evolving dynamics between generational and entrepreneurial single-family offices, while also exploring emerging M&A trends shaping the multi-family office landscape. By contrasting these two distinct family office types and examining consolidation patterns across the space, we aim to equip readers with valuable insight into the strategic shifts influencing the future of private wealth management.
FINTRX & Charles Schwab Family Office Industry Briefing Series Part Six | Analyzing Generational vs. Entrepreneurial Single-Family Offices & M&A Trends Across Multi-Family Offices
Over the past several years, FINTRX—together with our partners at Charles Schwab—has released the highly regarded Family Office Industry Briefing Series, offering timely insights into the evolving world of family offices. From geographic dispersion to asset allocation and direct investment behavior, each installment unpacks key trends shaping this dynamic space.
In Part Six, we turn our focus to the distinction between generational and entrepreneurial single-family offices, exploring how these two archetypes differ in strategy, structure, and investment behavior. We also examine current merger and acquisition activity within the multi-family office landscape—highlighting consolidation trends and the most active players in the space. We invite you to explore this latest edition for a comprehensive look at the forces reshaping the global family office ecosystem.
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Inside This Briefing
- A side-by-side comparison of Generational vs. Entrepreneurial single-family offices
- Geographic insights: Where these family offices are concentrated around the world
- Regional trends in family office archetypes and how they differ by market
- How asset class preferences vary between legacy and founder-driven offices
- A closer look at the origins of wealth—from established industries to emerging sectors
- Direct investment behaviors: Who's more active in dealmaking and why
- A generational snapshot of leadership transitions within long-standing family offices
- Exclusive data on M&A activity across the multi-family office landscape
- The top five family offices leading the charge in acquisitions
- Key distinctions between mergers and acquisitions in today’s market
- A forward-looking view of how the family office space continues to evolve
A special thanks to Jill Matesic, Paul Ferguson, and the entire Schwab team for their continued assistance and valuable insights throughout the creation of this series.
Written by: Renae Hatcher |
April 23, 2025
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.
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