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.
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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.
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