Family Office Research Email Format
Financial ServicesMaryland, United States2-10 Employees
Family Office Research, established in 2005, focuses on affluent clients within the financial services sector. The firm functions as a fiduciary advisor and safeguards its clients' wealth, delivering integrated wealth management that coordinates investment management with tax and estate planning, insurance planning, and credit and banking needs. A dedicated advisor leads a team of professionals and product providers, including some existing providers who add value, to tailor comprehensive solutions in the client's best interests. The company is based in Bethesda, Maryland, and operates with a small professional team. By coordinating across investment, tax, estate, insurance, and credit considerations, it aims to address clients' goals and overall wealth management needs.