Family Office Research
Family Office Research is a multi-family office headquartered in Bethesda. Founded in 2005 by Scott M.

Family Office Research
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.
General information
Firm type
Multi Family Office
Year founded
2005
AUM
—
Location
Region
North America
Country
—
City
Bethesda
Corporate office
20814, Bethesda, MD, US, 7910 Woodmont Ave., Suite 1120
Frequently asked questions
What is Family Office Research?
Family Office Research is a multi family office headquartered in Bethesda.
When was Family Office Research founded?
Family Office Research was founded in 2005.
Where is Family Office Research headquartered?
Family Office Research is headquartered in Bethesda, in the North America region.
How many professionals work at Family Office Research?
Altss tracks approximately 4 professionals associated with Family Office Research.
What does Altss track for Family Office Research?
Altss maintains an OSINT-verified profile of Family Office Research covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Family Office Research's website?
Family Office Research's public website is www.familyofficeresearch.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Family Office Research?
Family Office Research is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Family Office Research?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Family Office Research?
Family Office Research's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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