Family Office Research is a multi-family office, handling comprehensive wealth management for high net worth individuals, including coordination of investment planning with insurance and estate planning, as well as tax planning and shopping of credit needs. Also specialize in concentrated stock positions, 144(a) and other restricted / control stock.
Public regulatory records matched to Family Office Research from SEC and IRS filings.
Public filings matched to Family Office Research across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more multi family offices (mfo) and other institutional investors by location and type in the LPbacked limited-partner database.
Family Office Research is a multi family office (mfo) based in Bethesda, United States, managing approximately $500M in assets.
Family Office Research is headquartered in Bethesda, United States.
Family Office Research manages approximately $500M in assets under management.
Family Office Research was founded in 2005.
Family Office Research focuses on Balanced, Financial Services, Business Services, Diversified.
Verified contact details, key decision-makers, and investment preferences for Family Office Research are available on LPbacked. Create a free account to access them.