Understanding the reasons behind what makes family offices ideal investors can truly be a game-changer in terms of wealth preservation and wealth expansion. When you consider the structure of family offices and the resources available to them, it’s no surprise investors follow their activity so closely. This narrative looks into a specific cross-section of family office entities whose wealth was created in the financial services sector, offering insight and data into this specific group.

Family Wealth Origin: Financial Services

The family office space represents a highly diversified cross-section of the private wealth landscape. Because family offices manage the wealth of such diverse contexts, they operate…


3 Largest Registered Investment Advisors (RIAs) in Nevada

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets today, businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value and sophisticated financial expertise. In an effort to shine a light on RIAs, FINTRX explores three of the largest registered investment advisors (RIAs) based in Nevada.

1 . KeyState Advisory, LLC (The KeyState Companies) = ~7.48B+ in AUM

Founded in 1991, KeyState Advisory, LLC — otherwise…


Three Family Offices Investing in Education
Three Family Offices Investing in Education
Three Family Offices Investing in Education

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the FINTRX platform, which provides intel into thousands of direct deal transactions made by nearly 3,000 family offices worldwide, we explore three family offices directly investing in the education industry.

1. Smith Family Circle (Will Smith Family Office)

Smith Family Circle (Will Smith Family Office) is a Calabasas, CA-based single family office managing the wealth and business…


5 Largest Registered Investment Advisors (RIAs) in Massachusetts (MA)
5 Largest Registered Investment Advisors (RIAs) in Massachusetts (MA)
5 Largest Registered Investment Advisors (RIAs) in Massachusetts (MA)

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for new opportunities to better serve their clientele. While the markets continue to face risks stemming from the pandemic, registered investment advisors are demonstrating their true-added value. In an effort to shine a light on the registered investment advisor arena, FINTRX explores five of the largest RIAs based in Massachusetts.

RIA Review:

In general terms, a registered investment advisor (RIA) is a firm advising or managing the wealth of high net-worth individuals or institutions. Directly regulated by the Securities Exchange Commission (SEC), RIAs…


2020 FINTRX Family Office Data Report
2020 FINTRX Family Office Data Report
2020 FINTRX Family Office Data Report

2020 was a year unlike any other and as with other industries, an unpredictable market environment brought the family office landscape into uncharted waters. Over the course of 2020, family offices underwent numerous changes and continued expansion, as did the FINTRX platform. From January through December, the FINTRX data set grew to include nearly 3,000 unique family offices and over 11,000+ family office contacts. …


Three single family offices established over 60 years ago
Three single family offices established over 60 years ago

As numerous industries continue to see success with single and multi-family offices, FINTRX aims to shine a light on the alternative wealth space and private capital markets by offering valuable intel regarding these private wealth entities. In utilizing the FINTRX family office data and research platform, which provides comprehensive profiles of nearly we see many family offices with unique structures and varied backgrounds. Here, we reveal three distinguished single family offices 3,000 family offices worldwide, established more than 60 years ago.

1. Abegg & Co AG (Bodmer Single Family Office)

With roots dating back to 1956, Abegg & Co AG is a Zurich, Switzerland-based single family office managing the…


Three Family Offices Investing in Real Estate
Three Family Offices Investing in Real Estate

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space and private capital markets by providing detailed analysis with regard to the past investment history of these private wealth groups. In utilizing the platform, which provides intel into thousands of direct deal transactions made by nearly directly investing in real estate. FINTRX Buy-Side 3,000 family offices around the world, we have uncovered three family offices

1. Batipart Invest

With roots dating back to 1988, Batipart Invest is a Luxemburg, Europe-based single family office managing the wealth of the Ruggieri Family. The firm’s…


Three Family Offices Investing in Healthcare & Biotechnology
Three Family Offices Investing in Healthcare & Biotechnology

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the platform, which provides intel into thousands of direct deal transactions made by nearly investing in the healthcare and biotechnology industries. FINTRX Buy-Side 3,000 family offices around the world, we have uncovered three family offices

1. Wasson Enterprise

Founded in 2016, Wasson Enterprise is a Chicago, IL-based single family office managing the wealth of Gregory Wasson and his family. Wasson accumulated his wealth via an extensive…


Three Notable Registered Investment Advisor Mergers
Three Notable Registered Investment Advisor Mergers

Despite unwavering volatility in the markets, the speed of consolidations in the registered investment advisor (RIA) space continues to hit record-highs, putting the industry on track for its seventh-straight record-setting year, according to consulting firm Echelon Partners. A growing list of quality buyers — firms with specific teams dedicated to making deals — is a main driver in the progressive M&A trend. As numerous reports continue to demonstrate this development, FINTRX highlights three recent RIA mergers with insight into each transaction, group, and the registered investment advisor space at large.

A registered investment advisor (RIA) is often described as any…


Three Family Offices Investing in Artificial Intelligence
Three Family Offices Investing in Artificial Intelligence

As various industries continue to gain traction from family offices, we continue to shine a light on the alternative wealth space by providing detailed analysis regarding the past investment history of these private wealth groups. In utilizing the platform, which provides intel into thousands of direct deal transactions made by nearly investing in the artificial intelligence industry. FINTRX Buy-Side 3,000 family offices around the world, we have uncovered three family offices

1. Kohli Ventures

Founded in 2010, Kohli Ventures is a London, United Kingdom-based single family office managing the wealth of and acting as the direct investment arm for Tej Kohli. Tej Kohli…

FINTRX Family Office Database

FINTRX is a comprehensive family office database for the alternative investment industry and private capital markets.

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