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Private Wealth Research & Insights

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Best Practices (6)

Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. While this transformation continues to add value for high-net-worth families and individuals around the...

Single Family Office FAQs

Single-family offices have rapidly advanced over the past several years, essentially reforming the way in which the ultra-wealthy manage and allocate their capital. Although this transformation continues to add value for high-net-worth families and...

Three Family Offices Investing in Blockchain

In utilizing the FINTRX Family Office Data & Research platform, which provides insight and analytics into thousands of direct deal transactions made by family offices worldwide, we uncover three family offices investing in blockchain technology and ...

Three Family Offices Investing in Cannabis

Family offices around the world are fueling the growth of the cannabis industry and this trend is likely to continue in the coming years. Oftentimes, single and multi-family offices seek opportunities to invest in new, upcoming markets that can...

Mid 2019 Family Office Direct Investment Report

With the first half of 2019 already in the books, we've constructed a comprehensive family office direct investment report that provides insight on the investing trends for the first half of the year. The information contained here, constructed from

Our Most Popular Blog Posts of 2018

The Global Family Office Report 2018

The Global Family Office Report 2018

The 2018 Global Family Office Report has been released and offers excellent insight into the Family Office trends for the year.

10/24/2018

Leveraging Your Alumni Roots When Prospecting

Why Alma Maters Matter When Targeting Family Offices For Investment

Industry Best Practices

Breakdown of Industry Best Practices

Capital Raising & What You Should Know

Capital Raising Verticals