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Family Office Research Overview
Type
Multi Family Office
Year Founded
2005
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
Website:
http://www.familyofficeresearch.com
Year Founded:
2005
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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