Family Office Research

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Family Office Research — overview

Assets Under Management

Type

Family Office - Multi

Location

Bethesda, MD, US

Alternative Asset Classes

-

About

Family Office Research is a multi-family office and registered investment adviser based in Bethesda, Maryland. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, portfolio management, pension consulting, retirement planning, estate planning, tax planning, risk management, investment management and wealth management. It advises individuals, high-net-worth individuals, trusts, estates, corporations, business entities, families and charitable institutions.

Family Office Research - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
Vice President & Wealth AdvisorBethesda, USRE
Founder, PresidentBethesda, USRE
Founder & PresidentBethesda, USRE

Showing 3 of 3 known decision makers Family Office Research

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