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RIA, Broker Dealer, Family Office, Endowment, Foundation Data Intelligence
A Better Way to target advisors & LP's
Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
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NEWS AND INSIGHTS FROM FINTRX
Navigating the Family Office Market: SFOs vs MFOs
Hello
Family offices have rapidly advanced over the past several years, essentially reforming the way money is managed and allocated. While this transformation continues to add value for high-net-worth families and individuals around the world, this maturation has added a new level of complexity to an already obscure space. To shed light on the private family office landscape, we have summarized several common questions to help clarify any underlying assumptions relating to single-family offices (SFOs) and multi-family offices (MFOs).
Take a deep dive into the unique differences between single and multi-family offices, plus best practices to tailor your approach in our latest 13-page white paper available to download below.
In this white paper, we take you through:
→ Answers to the most commonly asked questions about family offices
→ A side-by-side glance at the nuances between the two types of entities (SFOs & MFOs)
→ What we see in the future for the family office space based on predictive data
Download the PDF
FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest and advisor growth signals, among other key data points.
Find relevant decision-makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. FINTRX sources data from both public and private sources and has a team of 70+ researchers who map, validate and compile data daily to ensure its accuracy.
For an in-depth exploration of the FINTRX family office platform, click below:
Written by: Renae Hatcher |
March 01, 2023
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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