Family Offices
Family Offices in Strategic Transformation
Considerations and planning for a Direct Investing Allocation
How do Family Offices plan to maximize presence as a direct investor?
October 28, 2019
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Family Office News
Turning private equity into a liquid vehicle: “The overarching challenge is maintaining liquidity in the fund”
Schroders has launched a fund to give small investors access to private equity, which historically has been out of reach for the vast majority of investors besides big institutions. However, constructing the investment vehicle proposed several challeng…
October 28, 2019
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Technology
The 2019 Family Office Software Roundup
Looking for the right products to run your family office? Here is a list of some of what’s available out there for every family office requirement.
October 25, 2019
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…and more about people
Among this week’s job moves are a few senior employees leaving their company after many years. A few analysts have started in new jobs and one company has appointed a new Chairman of the Board. Read on to learn more about this week’s job moves.
October 25, 2019
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Latest
Why is the Family Office Model Becoming more Prevalent?
On this episode of the Family Business Voice, Dr Alexander Koeberle-Schmid speaks to Ramia about the complexities of communal investing.
October 23, 2019
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Why is the Family Office Model Becoming more Prevalent?
On this episode of The Family Business Voice, Dr Alexander Koeberle-Schmid speaks to Ramia about the complexities of communal investing.
October 23, 2019
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Impact Investment
6 Tips for Family Offices Who Want To Start Impact Investing
Families, family offices and private investors alike have become increasingly interested in impact investing in recent years. The notion that investments can be better aligned to a family’s values while still generating market-related returns is undeniably appealing. At the same time, however, many investors remain concerned about the uncertainty in exactly how to get started.
October 23, 2019
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Family Offices
5 Family Offices Making Impact Investments
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. Utilizing FINTRX, our family office data and research platform, which covers hundreds of families active in ESG/impact investments, we’ve shared five family offices making impact investments across an array of industries, sectors, and asset classes.
October 22, 2019
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Advisors
3 Common Challenges We Solve for Our Clients Targeting Family Offices
Like many companies, FINTRX evolved from a personal pain point – the inability to find updated, quality information on the private wealth and family office markets.
October 21, 2019
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Family Offices
How To Attract Superior Family Office Investment Opportunities
Family office investment opportunities are on the rise. This is thanks to family office investment enjoying a meteoric rise in popularity as alternatives to venture capital. With this comes a new breed of entrepreneurs and startups who seek far more than just investment capital from their investors.
October 21, 2019
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