Family Office Research
Financial Services • 
Bethesda, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 7910 Woodmont Ave., Suite 1120, Bethesda, MD 20814, US |
| Phone number | +13016841765 |
| Website | |
| NAICS | 52 |
| SIC | 602 |
| Keywords | Risk Management, Tax Planning, Insurance Planning, Family Office, Wealth Management, Private Banking, Fiduciary, Estate Planning, Investment Management |
| Founded | 2005 |
| Employees | 1-10 |
| Socials |
Key Contact at Family Office Research
Scott Freund
President
Family Office Research Email Formats
Family Office Research uses 2 email formats. The most common is {first initial} (e.g., j@familyofficeresearch.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@familyofficeresearch.com | 75% |
{first name} | john@familyofficeresearch.com | 25% |
About Family Office Research
Family Office Research was designed in 2005 with the affluent client in mind. Our philosophy is simple: provide clients with a first class level of service and sophisticated, objective advice. We serve as Fiduciary Advisors and gatekeepers of our clients' wealth, delivering integrated wealth management solutions by coordinating investment management with tax and estate planning, insurance planning, as well as credit and banking needs. Your dedicated Advisor will lead a team of professionals and product providers, including some of your current providers who are adding value, to provide comprehensive solutions that are in your best interests and will help you meet your goals and objectives.
Family Office Research revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Family Office Research has never raised funding before.
Family Office Research Tech Stack
Discover the technologies and tools that power Family Office Research's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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