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Private Wealth Research & Insights

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Industry Trends (5)

5 Family Offices Active in Series A Investments

We continue to shine a light on the alternative wealth space and private capital market by providing detailed analyses on the recent investment history of family offices. Fueled by data from the FINTRX Private Wealth Data Platform,...

5 Family Offices Investing in Retail Companies

In utilizing the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in private retail companies. Equipped with accurate and comprehensive data on thousands of transactions from 3,800+ family offices...

5 Family Offices Investing in Real Estate

We continue to shine a light on the alternative wealth space and private capital market by providing detailed analyses on the recent investment history of family offices. Fueled by data from the FINTRX Private Wealth Data Platform,...

Notable Reps On the Move: The Aftermath of the First Republic Bank Collapse

The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars in managed assets to be redistributed across the industry as...

5 Family Offices Investing in Internet & Software Companies

In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...

5 Family Offices Investing in Biotechnology Companies

In utilizing the FINTRX Private Wealth Data Platform, which provides intel on thousands of direct deal transactions made by over 3,700+ family offices worldwide, we shine a spotlight on five influential family offices that have been...

Recent Evolutions Across the Family Office Space

The private wealth sphere continues to evolve and expand, with family offices increasingly emerging as influential entities in the investment landscape. With substantial capital at their disposal, family offices have sought to diversify their...

Why Family Offices are Attractive to High-Net-Worth Individuals

Family offices are emerging as an increasingly popular choice for high-net-worth individuals, and for good reason. The comprehensive, tailor-made services these entities offer, encompassing investment management, tax planning, philanthropy, estate...

10 Global Hotspots for Family Offices: Where the Wealthiest Manage Their Assets

As the number of high-net-worth individuals continues to increase globally, the demand for family offices has grown significantly. With the growing prominence of family offices, identifying key global centers where wealth is managed has become...

FINTRX Industry Spotlight: 25 Women-Led Single Family Offices

We are proud to present our most recent report, focusing on 25 single-family offices across the United States, all of which are managed and led by women. This examination stands as a testament to the comprehensive research carried out by the FINTRX...