FINTRX Monthly Family Office Data Report: August 2021

Although family offices have been around for some time, we've seen rapid growth in their development over the past decade especially. To showcase this model of growth, FINTRX has compiled a full breakdown of all new and updated family office data compiled from August 2021.

Key Data Points

• → New Family Office Data Points: 8,000+
  → Total Additions: 1,300+
  → Updated Family Office Entities: 740+
  → Newly Tracked Investments: 550+
  → Impact Investors: 59%
  → Family Offices Interested in Emerging Markets: 41%
  → Family Offices Active in Co-Investments: 82%

Family Office Platform Additions

Each month, the FINTRX data and research team adds and updates hundreds of family offices and family office contacts. Below, we provide a breakdown of all new and updated data points from August 2021. 

Total Additions: 670+

⇒ Family Offices Added: 17
⇒ Family Office Contacts Added: 795
⇒ Newly Tracked Investments: 507

Updated Family Office Entities

Updated Entities: 760+

⇒ Updated Family Offices: 250+
⇒ Updated Family Office Contacts: 480+

Assets Under Management Breakdown

The data above shows a breakdown of assets under management (AUM) of all new family offices added in August. Although 88% of new family offices did not disclose their AUM, 6% recorded having $100M-$400M in AUM, while 6% have $5B+ or more in assets.

Single-Family Office vs Multi-Family Office Breakdown 

Of the new family offices added to the FINTRX platform in May, 59% are single-family offices and 41% are multi-family offices. 

New Family Offices by Region

Of the new family office entities added to the FINTRX platform in August, almost 60% are domiciled in North America, while 18% are based in Europe, and 12% in Asia. The rest of the world makes up the remaining 11%. 

Newly Tracked Family Office Investments: Top 10 Sectors

1. 1. Technology = 30%
2. 2. Healthcare & Biotech = 16%
   3. Financial Services = 15%
3. 4. Consumer Goods = 11%
4. 5. Business Services = 7%
5. 6. Manufacturing = 6%
6. 7. Real Estate & Construction = 5%
7. 8. Energy & Utilities = 4%
8. 9. Transportation = 3%
9. 10. Media & Entertainment = 3%

Asset Class Interest Breakdown

A majority of new family offices added to the FINTRX platform in August 2021 demonstrate an interest in making direct investments, with 30% of family offices choosing the direct route. 

We produce all data reports through the use of the FINTRX family office data and research platform. Thanks to our growing team of researchers - who work every day to add and update our vast dataset - we can share credible private wealth intel and developing trends regarding family offices and the alternative wealth landscape at large.

For an in-depth exploration of the FINTRX family office platform, request a demo below.

Visit the FINTRX Resource Library below for useful family office narratives, PDFs, and guides to success.