Private Wealth Research & Insights

Over the last several years, the family office space has experienced immense growth in terms of size, scope and prevalence. Amid today's turbulent market environment, family offices are exposed to a whole new set of challenges and opportunities....

Amid the current market environment, it is important to stay abreast industry trends and developments. As a leading family office data provider, we put together the FINTRX Q2 2020 Family Office Data Report to deliver key family office statistics,...

Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have...

The family office space is an ever-evolving market requiring asset raising professionals to stay up-to-date on investment trends, market evolutions and how these private entities prefer to be communicated with. By adaptively learning the different...

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech...

Universal family office expansion continues to transform the operational methods of those within the alternative investment industry and private capital markets. Because the modern family office is structured to fit the need for enhanced services,...

Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to...

Family offices have played a pivotal role in the alternative investment industry for quite some time though in the last decade especially, we have seen these groups reaching new heights. As family offices continue to broaden, so do their investment...

Like any vertical dealing with the ultra-wealthy, every family office is unique in set-up and structure, with each requiring a different combination of services depending on the wants and needs of their clientele. This makes defining the murky world...

The family office landscape is amid 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...