With the new year already upon us, FINTRX constructed the 2019 FINTRX Family Office Data Review to reflect on various data trends that emerged within the alternative investment industry over the past year and how this evolving landscap…
FINTRX is excited to announce a new feature within our family office data solution and prospecting tool that provides users with the ability to stay up to date on all news pertaining to their prospects and the alternative wealth space as a …
Brands have been a large part of our everyday lives for a while now, but every increasingly having a personal brand and even a family office brand are becoming part of this space.
We are excited to share part 1 of our 3 part Global Family Office Report, sponsored by Charles Schwab. In this report, you will find a detailed look into the geographic breakdown and asset distribution of the global family office ecosystem….
As the younger generation has grown up and developed not only a taste for investing but also a keen understanding of new technologies, venture- and direct investing in family offices have grown.
Professionalization of the family business is an ongoing, ever-evolving process. Here’s how each stage of the family business life cycle can be used to optimize professionalization, all the way from mom and pop shop origins to family offices. Family businesses are borne of a entrepreneurial spirit that, at its core, has continuity, renewal, longevity and […]
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Rockefeller Philanthropy Advisors (RPA) and Campden Wealth today published Global Trends and Strategic Time Horizons in Family Philanthropy 2020, a report based on a survey of 201 families of significant wealth who are engaged in philanthropi…
Aligning investments to a greater purpose might sound like a moonshot to some, but this is not only becoming increasingly possible it’s becoming a necessity.
Hundreds of the world’s asset managers, bankers, private businesses and fund managers leverage the FINTRX platform to target and connect with family office capital. Blending research, analytics and technology into a single one-stop solution…
As the great wealth transfer unfolds, with trillions of dollars in wealth transferring to millennial investors, traditional family office advisors risk becoming extinct if they don’t adapt and future-proof their consultancies. An InvestmentNews survey taken a few years ago revealed that 66% of children fire their parents’ financial advisors after inheriting their wealth. More recent […]
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