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Private Wealth Research & Insights

5 California-based RIAs with 100B+ in AUM

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for innovative ways to best serve their clientele. With markets facing longer-term volatility, this is an opportune time...

3 Family Offices Investing in Asian-based Tech Companies

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing further analysis into the past investment history of these private wealth vehicles. By leveraging the ...

The Advantages of Family Office Direct Investments

Direct investments have become increasingly common throughout the family office landscape, particularly with regard to single family offices. Throughout the early 2000s sophisticated wealth entities partook in the practice, however, between 2010...

3 Family Offices Investing in Agriculture

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the ...

FINTRX Family Office Data Report Q3 2020

Changing demographics and unforeseen global circumstances continue to influence how family offices invest and manage client wealth. Using a cross-section of our complete data set, FINTRX has assembled the Q3 2020 Family Office Data Report delivering...

3 Family Offices Investing in Media & Entertainment

As various industries continue to gain traction from family offices, the FINTRX family office data and research provider continues to shine light on the alternative wealth space, providing insight and analytics into the past investment history of...

10 Largest RIAs by Number of Registered Investment Advisors

In a time of unprecedented challenges, many organizations and investors are looking for new opportunities in all directions. Despite volatility in the markets, registered investment advisers continue to push forward. In an effort to shine light on...

5 Family Offices Making Consumer Goods Investments

As family offices continue to fuel the growth of sectors and industries across the board, the FINTRX data platform shines a light on the past investment history of more than 3,000+ family offices worldwide. In utilizing the FINTRX Family Office Data...

A New Found Love for Venture Capital & the Opportunity for Family Offices

Current Client Spotlight  | Written by: Michael Downing of Gravity Ranch

The Sprint to Venture Capital

Venture capital, as an investment asset class for family offices, has always played a rather minor supporting role with single digit allocations...

Registered Investment Adviser (RIA) Market Growth 2015-2019

The registered investment adviser (RIA) channel has experienced healthy growth over the past several years. Relative to family offices, RIAs share many of the same characteristics that make them an attractive wealth management option. With the...