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Description

The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.

Description

FINTRX delivers precise and thorough intelligence on private wealth, enabling you to secure additional meetings, enhance operational efficiency, and broaden your professional network. Our platform provides insight into global family office entities and the key decision-makers within them. Leading financial institutions utilize our advanced algorithms and extensive research capabilities to navigate the intricate and swiftly evolving private wealth landscape more effectively. With FINTRX, you gain access to detailed private wealth data on Family Offices and Registered Investment Advisors (RIAs). This ensures that you receive up-to-date and reliable information, which propels your ability to arrange more meetings, improve efficiency, and foster business growth. Instantly identify relevant decision-makers utilizing potent search filters and queries tailored to your needs. Moreover, you can sift through various investment interests, assets under management (AUM), asset flows, intent signals, potential collaborators, and much more, enabling you to uncover critical data precisely when you require it. Our platform is designed to support your strategic initiatives and drive your success in the competitive financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alpheous No 

Integrations

Alpheous Yes 

Pricing Details

$2000.00/year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Complex Interests

Founded

2012

Country

United States

Website

complexinterests.com

Vendor Details

Company Name

Capital Hedge

Website

www.capitalhedge.net

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

FamilyWealthGuru Reviews

FamilyWealthGuru

FACT Software Group
FamilyWealthGuru Reviews

FamilyWealthGuru

FACT Software Group