Family Office Research

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Family Office Research Overview

Type
Multi Family Office
Year Founded

General Information

Family Office Research is a multi-family office headquartered in Bethesda. Founded in 2005 by Scott M. Freund, the firm provides investment management, tax and estate planning, insurance and risk management, private banking, and comprehensive family governance services to high-net-worth families and foundations. It manages advisory and non-discretionary portfolios and acts as fiduciary across multiple jurisdictions—delivering integrated wealth stewardship.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
20814, Bethesda, MD, US, 7910 Woodmont Ave., Suite 1120

Portfolio & Notable Allocations

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