Private Wealth Research & Insights

Over the past few years, family offices around the world have increased in size, number and sophistication. Along with this transition has come a drastic change in their investment approach, particularly showing a growing interest in transparency...

FINTRX is thrilled to share part one of our three-part Global Family Office Report, in partnership with Charles Schwab. In this report, you will find a detailed look into the geographic breakdown and asset distribution of the global family office...

Today's technological advances makes finding commonalities in your family office network easier than ever before. Extensive family office data and research platforms such as FINTRX make it possible to discover unique similarities that in turn, drive...

Family offices continue to reassess traditional approaches to asset allocation, ultimately shying away from the conventional methods of portfolio construction. At an increasing rate, these savvy wealth vehicles are plunging into direct investment...

The real estate market is a favorable territory for family offices, individual investors, and institutional investors worldwide. Utilizing our leading family office data and research tool, FINTRX continues to highlight family offices making direct...

Several indicators highlight the continuously growing trend of family offices increasing their allocations to impact-focused funds and companies. To understand this trend, let us begin with the overall spike in the prevalence of environmental,...

Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Using FINTRX, the leading family office data and research platform, which...

Over the past thirty years or so, family offices have become the preeminent financial model for the ultra wealthy. This amassing of capital has resulted in the family office becoming an intricate player within the private capital markets. As the...

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 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...